Amber Miller (BA, CFP®, EA)

Amber Miller focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

LGBT Couples and Families

Medical Professionals

Middle Income Client Needs

Socially Responsible Investments

Women's Financial Planning Issues

Planning Specialties

wealth accumulators, healthcare professionals, women, LGBTQIA, values-aligned investing, sustainable investing, cash flow and budgeting, net worth management

Additional Information

Amber became a financial planner to be the professional she needed early in her own career. As part of a large corporate downsizing during the 2008 recession, Amber knows firsthand what it feels like to feel intimidated by financial decisions. After all, no one teaches us this stuff. A designer at the time, Amber started researching personal finance and ended up changing careers, realizing the impact of her new knowledge could be far greater than herself. She now helps clients make smart, impactful decisions with their own money and maximize their wealth.

In addition to being a Certified Financial Planner™ professional and an Enrolled Agent, Amber is one of less than 500 financial professionals to hold the Chartered SRI Counselor (CSRIC) designation, specializing in sustainable, responsible, and impact investments (SRI). These are investments that consider the environment as well as incorporate procedures and governance to not only generate a return for a client but also to make a positive societal impact.

Above all, Amber is excited to encourage you to feel empowered by your money choices, not confused or excluded.