Chief Executive Officer | Capital Planning | NC@ Capital Planning LLC
Bellevue, Washington, United States
Michael D. Miller, CFP®, ChFC®
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FlashIntel GPTMichael D. Miller, CFP(r), ChFC(r) is a highly experienced professional with over 40 years of work experience in investments, business planning, wealth management, and financial planning. He has held key positions at Capital Planning, where he served as the Chief Executive Officer and CEO. With a strong background in general management, Michael has successfully led a team of 11-50 staff members and played a crucial role in the growth and success of the company. Based in the United States, Michael's expertise and leadership have made him a valuable asset in the financial services industry.
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Emails and Phone Numbers
Work Experience
Chief Executive Officer | Capital Planning | NC
Chief Executive Officer
Financial Services
Michael D. Miller, CFP®, ChFC®'s Professional Milestones
- Chief Executive Officer (1983-03-01~): Transformed company culture, driving strategic initiatives, and driving revenue growth through effective leadership and strategic decision-making.
- Chief Executive Officer (1983-03-01~): Developing and implementing strategic plans to drive company growth and achieve record-breaking revenue growth.
Skill
Investments
Business Planning
Wealth Management
Financial Planning
Certification
Colleagues
Kolby Skidmore
Senior Client Services
Courtney Hanrahan, CFP®
Financial Advisor
Michael D. Miller, CFP®, ChFC®
Chief Executive Officer | Capital Planning | NC
James E. Kelley, Jr., CFP®
president & coo at capital planning llc
David L. Dunn, CPA, PFS, CFP®
Wealth Advisor
Other Named Michael D. Miller, CFP®, ChFC®
Frequently asked questions
We found 2 Michael D. Miller, CFP®, ChFC®'s email addresses
We found 1 Michael D. Miller, CFP®, ChFC®'s phone numbers
Michael D. Miller, CFP®, ChFC®'s social media include: Linkedin,
Michael D. Miller, CFP®, ChFC® works for Capital Planning LLC
Michael D. Miller, CFP®, ChFC®'s role in Capital Planning LLC is Chief Executive Officer | Capital Planning | NC
Michael D. Miller, CFP®, ChFC® works in the industry of Financial Services
Michael D. Miller, CFP®, ChFC®'s colleagues are Kolby Skidmore,Courtney Hanrahan, CFP®,Michael D. Miller, CFP®, ChFC®
Michael D. Miller, CFP®, ChFC®'s latest job experience is Chief Executive Officer | Capital Planning | NC at Capital Planning LLC
