James Miller (CFP®)
James Miller focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
We specialize in providing comprehensive financial planning and investment management for professional women and their families. We also work particularly well with college and university professionals, small business owners and corporate executives.
NAPFA Start Date
January 27, 2010