Michael Millman Email & Phone Number
Wealth Advisor | Shareholder @ Parallel Advisors, LLC
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Michael Millman Location
- Reno, NV, US
Michael Millman Work
- 2023 -now Wealth Advisor | Shareholder @
- 2012 -2022 Senior Vice President - Sr. Private Wealth Advisor @
- 2003 -2012 SVP and Senior Wealth Advisor @
- 2001 -2003 VIce President Private Banker and Sr. Relationship Manager @
- 1998 -2001 Senior Financial Advisor and Relationship Manager @
- 1997 -1998 Senior Investment Specialist and Financial Advisor @
- 1994 -1997 Entrepreneur and Private Investor @ Grafika Ltd
Michael Millman 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 Planner (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
Michael Millman Summary
- Michael Millman, based in Reno, NV, US, is currently a Wealth Advisor | Shareholder at Parallel Advisors, LLC. Michael Millman brings 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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Parallel Advisors, LLC Employees
Joan Schriger
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Heather Katzenstein
Trust Services Director
Salil Mehta
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Nikko Jocson
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