Miriam Whiteley (CeFT®, CFP®, RLP)

Miriam Whiteley focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Silent Generation
  • Women's Financial Planning Issues

NAPFA Start Date

May 13, 2021

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This Office

4325 Commerce St Ste 111 PMB 411 Eugene, OR 97402-5467 Phone: (949) 287-1621