Susan Miller (CDFA, CFP®, CPA®)

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

  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

July 05, 2007

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This Office

7475 Wisconsin Ave Ste 600 Bethesda, MD 20814-3492

Other Offices

180 Linden St Ste 8A Wellesley, MA 02482-7927 Phone: (781) 239-9996