Lisa D. Miller
CFP®, ChFC®, CDFA™, RICP® CERTIFIED FINANCIAL PLANNER™ professional
- Role
- Certified Financial Plannertm Professional and Cdfa at Equitable Advisors
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Lisa D. Miller
Planning for Your best life and the \"what if\'s\" along the way. Areas of Financial…
Experience
Certified Financial Plannertm Professional and Cdfa
Jan 2009 — Present
CA Insurance Lic.#0I59399
Education
Columbia College
BS
1994 — 1998
The American College of Financial Services
RICP, Retirement Income Certified Professional, ChFC, Chartered Financial Consultant
Skills
- Disability Insurance
- Financial Planning for Women
- Financial Planning for Business Owners
- Retirement Planning Specialist
- Cross Purchase Plans
- Long Term Care Planning
- Investments
- Roth Ira
- Simple Ira
- Life Insurance
- Life Insurance Planning
- Charitable Gift Planning
- 401k
- Certified Divorce Financial Analyst
- Long Term Care Insurance
- Buy-Sell Agreements
- Estate Planning
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