Megan M. Miller
Associate Wealth Advisor @ Towerpoint Wealth | Tax and inheritance planning expertise
- Role
- Associate Wealth Advisor at Towerpoint Wealth
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Megan M. Miller
With over 15 years of experience in tax planning, financial planning, and wealth…
Experience
Associate Wealth Advisor
Dec 2022 — Present · Sacramento, CA, US
Helping young couples and families with financial and inheritance planning.Helping professional fiduciaries coordinate and manage their clients\' financial assets.
Education
UCLA
Bachelors of Arts, Economics
2005 — 2009
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