Paula McMillan (CFP®, CGMA, CPA/PFS)

Paula McMillan focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

? Will I be able to maintain my current lifestyle -now and for 30 years of retirement with inflation, volatility, taxes and no paycheck?
? Will I run out of money?
? When can I retire?
? Am I invested appropriately for my needs and risk tolerance?
? Am I taking advantage of all tax savings and wealth-building opportunities available to me?

These are questions I help people answer every day. Those who set goals and plan simply achieve far greater results. I welcome the opportunity to chat with you about your individual situation and plans for reaching your life goals. Financial planning and investing are my specialties and my passion.

I look forward to speaking with you.

Additional Information

Paula S. McMillan, CFP®, CPA/PFS, CGMA is a Senior Financial Advisor with fee-only RIA Stearns Financial Group. Paula has prior Big Four and large regional accounting firm experience, as well as Fortune 500 experience in the financial services industry. She has traveled extensively throughout the U.S., Europe, Asia, Africa and the Middle East to serve clients with an international consulting firm.

Paula serves on the AICPA’s PFS Credential and Advanced Personal Financial Planning Conference Committees and the Society for Financial Service Professionals’ Foundation Board. Seeing a need for greater financial empowerment for women, Paula founded and chairs the NCACPA Triad Women’s Initiatives Group and actively participates in Financial Focus for Women. Paula is also an active member of the Greensboro Estate Planning Council and NAPFA.

Paula has been published and quoted in national and local publications, including AICPA’s The Tax Adviser, Kiplinger’s and The Business Journal. She created two AICPA podcast series on retirement planning and women and wealth. She is a TEDx presenter on the topic of Retirement: Longevity and Security. Paula regularly delivers presentations to national, regional and local audiences on Social Security, Retirement Planning, Women and Wealth and Financial Wellness.

NAPFA Start Date

July 13, 2017

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This Office

324 W Wendover Ave Ste 204 Greensboro, NC 27408-8438 Phone: (800) 881-7374 Fax: (336) 230-2160

Other Offices

1410 Raleigh Rd Ste 110 Chapel Hill, NC 27517-8829 Phone: (919) 636-3634 Fax: (919) 636-3642