About Us

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
From the CFP Board website.

 

Gary Miller

Gary E. Miller: Certified Financial Planner®

Gary has been continuously serving clients in the area of finance and investments for over 50 years. Currently, he provides services to clients as a fee-only Registered Investment Advisor and manages their investments on a day to day basis. He also uses his knowledge as a CFP to help people reach clear financial objectives and structures clients’ financial lives to optimize taxation.

Prior to opening his financial planning practice in 2002, Gary was First Vice President-Investments at three New York Stock Exchange member firms. Gary has lectured extensively for the benefits departments of several major corporations. He earned a Certificate in Personal Financial Planning from the University of California, Irvine.

Gary is an avid biker, skier and paddleboarder, and unwinds by practicing yoga. He lives in Laguna Niguel, California with his wife of 25 years, Eileen.