Chris Miller Email & Phone Number
Certified Financial Planner @ core planning
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Chris Miller Location
- Saint Petersburg, FL, US
Chris Miller Work
- 2024 -now Certified Financial Planner @
- 2020 -2023 Senior Lead Planner @
- 2020 -2020 Planning Team Coach and Lead Planner @
- 2019 -2020 Lead Planner @
- 2017 -2019 Financial Planning Manager @
- 2015 -2017 Associate Broker @ Keller Williams Realty Downtown
- 2011 -2014 Director of Financial Planning @
- 2010 -2011 Financial Planner @ Strategic Financial Associcates, LLC
- 2004 -2009 Senior Associate Planner @ Harris SBSB
- 2004 -2006 Portfolio Management and Operations @ Harris SBSB
Chris Miller Education
- Kansas State University
Master's Degree (Human and Family Services, Financial Management)
2005-2008 - Kansas State University
CFP Certification (Financial Planning)
2005-2008
Chris Miller Skills
- Investment Advisory
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Independent Financial Advice
- Portfolio Management
- Wealth Management Services
- Asset Managment
- Retirement
- Investments
- Estate Planning
- Investment Strategies
- Financial Advisory
- Mutual Funds
- Personal Finance
- Investment Management
- Financial Planners
- High Net Worth Individuals
- Wealth Accumulation
- Financial Planning
- Asset Management
Chris Miller Summary
- Chris Miller, based in Saint Petersburg, FL, US, is currently a Certified Financial Planner at core planning. Chris Miller brings experience from previous roles at Facet, Facet Wealth and Charles Schwab. Chris Miller holds a 2005 - 2008 Master's Degree in Human and Family Services, Financial Management @ Kansas State University. With a robust skill set that includes Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial Planning, Asset Allocation and more. Chris Miller has 1 emails and 2 mobile phone numbers on RocketReach.
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