Michael Millman Email

Wealth Advisor and Shareholder @ Parallel Advisors, LLC

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Michael Millman's Location

Stateline, NV, US

Michael Millman's Work

Wealth Advisor and Shareholder @ Parallel Advisors, LLC
Senior Vice President - Sr. Private Wealth Advisor @ U.S. Bank
SVP and Senior Wealth Advisor @ Wells Fargo

VIce President Private Banker and Sr. Relationship Manager @ Bank of America
Senior Financial Advisor and Relationship Manager @ Fidelity Investments
Senior Investment Specialist and Financial Advisor @ Charles Schwab
Entrepreneur and Private Investor @ Grafika Ltd

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Michael Millman's Education

The American College of Financial Services
Chartered Special Needs Consultant (ChSNC) Designation Program (Special Needs Trusts & Advanced Financial Planning for Individuals and Families with Disabilities)
2020 - 2022
National Notary Association
Commissioned California Notary Public & Professional Loan Signing Agent (Notary Public Law and Administration)
1997 - 2020
The American College of Financial Services
Retirement Income Certified Professional (RICP) Designation Program (Advanced Retirement Income Planning)
2013 - 2015

The American College of Financial Services
Chartered Advisor for Senior Living (CASL) Designation Program (Retirement Coaching & Planning for Seniors)
2010 - 2013
National Association of Estate Planners & Councils (NAEPC)
Accredited Estate Planners (Estate Planning)
2008 - 2010
The American College of Financial Services
ChFC, CLU Designations (Comprehensive Financial Planning and Life Insurance)
2003 - 2008
College for Financial Planning
Certified Financial Planner (CFP) Designation (CFP Professional Education Program Graduate)
1997 - 2000
Golden Gate University
Bachelor of Science - BS (International Management)
1993 - 1994
Golden Gate University
Associate of Arts - AA (Business Administration)
1993 - 1994
College of Marin
Associate of Arts and Sciences - AAS (Liberal Arts and Sciences)
1992 - 1994

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Michael Millman's Summary

Michael Millman, based in Stateline, NV, US, is currently a Wealth Advisor and Shareholder at Parallel Advisors, LLC, bringing experience from previous roles at U.S. Bank, Wells Fargo, Bank of America and Fidelity Investments. Michael Millman holds a 2020 - 2022 Chartered Special Needs Consultant (ChSNC) Designation Program in Special Needs Trusts & Advanced Financial Planning for Individuals and Families with Disabilities @ The American College of Financial Services. Michael Millman has 1 email on RocketReach.

Michael Millman Email Address

Found 1 email address listing:

@paralleladvisors.com

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