Miriam Whiteley Email & Phone Number
Wealth Advisor @ Sax Wealth Advisors, LLC
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Miriam Whiteley Location
- Eugene, OR, US
Miriam Whiteley Work
- Wealth Advisor @ (April 2026 - Present)
- Owner, Financial Planner @ (January 2021 - March 2026)
- Financial Advisor @ (January 2016 - December 2020)
- Personal financial manager for family @ The McKenna Family (July 1987 - February 2017)
- Class Teacher @ Waldorf School of Orange County (June 2004 - June 2014)
- Administrator @ Waldorf School of Orange County (August 2002 - June 2004)
- Project Coordinator to Administrative Director @ DIAL ONE International and Regional (June 1982 - April 1986)
Miriam Whiteley Education
- College for Financial Planning
Accelerated Certified Financial Planner Certification (Financial Planning and Services)
2015-2015 - Portland Community College
Certificate (End of Life Care and Support )
2014-2015 - Rudolf Steiner College
Teaching Certificate (Waldorf/Steiner Teacher Education)
2001-2003 - California State University-Long Beach
Bachelor’s Degree (Business Administration: Finance)
1988-1991
Miriam Whiteley Skills
- • communicate effectively
- • perceive and discern situations
- • develop rapport
- • grasp the big picture
- • identify problems
- • discover resources
- • imagine alternatives
- • coordinate tasks
- • creative problem solver
- • resourceful teacher
- • support relationships
- • accept responsibility
- • handle details
- • make decisions
- • diligent
- • results with integrity
- Leadership
- Finance
- Management
- Investments
- Creative Problem Solver
- Coordinate Tasks
- Handle Details
- Results With Integrity
- Develop Rapport
- Identify Problems
- Perceive and Discern Situations
- Diligent
- Accept Responsibility
- Customer Service
- PowerPoint
- Grasp the Big Picture
- Strategic Planning
- Microsoft Excel
- Discover Resources
- Imagine Alternatives
- Research
- Support Relationships
- Resourceful Teacher
- Communicate Effectively
- Make Decisions
Miriam Whiteley Summary
- Miriam Whiteley, based in Eugene, OR, US, is currently a Wealth Advisor at Sax Wealth Advisors, LLC. Miriam Whiteley brings experience from previous roles at LifeCraft Financial Planning, Roehl & Yi Investment Advisors, LLC, The McKenna Family and Waldorf School of Orange County. Miriam Whiteley holds a 2015 - 2015 Accelerated Certified Financial Planner Certification in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes • communicate effectively, • perceive and discern situations, • develop rapport, • grasp the big picture, • identify problems and more. Miriam Whiteley has 1 emails and 1 mobile phone numbers on RocketReach.
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