Adam Miller
“Coaching families, ministries, and advisors for lasting impact.”
- Role
- Financial Planner Cfp Professional Chartered Advisor in Philanthropy at Elderado Financial
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Adam Miller
Adam is a financial planner who walks with families through wealth management and…
Experience
Financial Planner Cfp Professional Chartered Advisor in Philanthropy
Jan 2007 — Present · Grand Junction, CO, US
Adam is a Certified Kingdom Advisor®, a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Advisor in Philanthropy®. As a trusted fiduciary and fee-only financial planner he works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about.Adam serves on the board of the National Christian Foundation in Colorado, on committee for Young Life, and is a volunteer facilitator for Generous Giving. He is on the board of the International Association of Advisors in Philanthropy and serves as the educational committee chair.Adam is often asked to MC or speak at events for non-profit organizations. He has written many articles on financial planning, estate planning, stewardship and philanthropy and is passionate about helping individuals and families to make a difference by realizing their full capacity.
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ professional designation, CERTIFIED FINANCIAL PLANNER™ professional designation
2008 — 2009
The American College of Financial Services
Chartered Advisor in Philanthropy® Designation, Philanthropy & Planned Giving
2010 — 2011
Colorado Mesa University
Business, Marketing
2001 — 2005
Indiana Wesleyan University
Master of Business Administration (M.B.A.), MBA with a focus in Personal Financial Planning
2015 — 2016
Skills
- Leadership Development
- Public Relations
- Retirement Planning
- Charitable Gift Planning
- Investments
- Collaborative Planning
- Leadership
- Marketing
- Public Speaking
- Estate Planning
- Nonprofits
- Time Management
- Entrepreneurship
- Finance
- Wealth
- Financial Planning
- Philanthropy
- Wealth Management
- Nonprofit Organizations
- Small Business
- Management
- Non-Profits
- Strategic Financial Planning
- Strategic Planning
- Stewardship
- Planning for Generosity
- Fundraising
- Planned Giving
- Personal Finance
- Social Networking
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