Paul Miller

Principal and Investment Advisor @Indian River Financial Group, Inc

Boca Raton, FL, US
MOBILE NUMBERS
+15•••••••30

Signup · Get unlimited contacts

WORK HISTORY

Jan 1991 — Present

Principal and Investment Advisor @Indian River Financial Group, Inc

View department →

Boca Raton, FL, US

The market will bring the returns over time, and my goal is to minimize and control the risks in your financial life so you can enjoy more of your life. I founded Indian River Financial Group, Inc. in 1991, to help my clients plan for their financial future. We design a financial or investment plan for each client that is based on their unique financial goals and objectives. By taking into consideration cash flow objectives, risk tolerance, timeline and goals, we are able to design a realistic financial future that each client desires.

EDUCATION

1996 — 1997

College for Financial Planning

For Certified Financial Planner Certificant (CFP designation), Financial Planning and Services

N/A

University of Miami

School of Business, Production & Operations Management

N/A

University of South Florida

Production Operations & Management

SKILLS

Wealth Management ServicesFinancial PlanningInvestment ManagementInvestmentsStrategic Financial PlanningRetirementFinancial Services401k RolloversAsset ManagementLong-Term CareFinancial AdvisoryAsset AllocationMutual FundsEstate PlanningCertified Financial PlannerInsurance PlanningWealth AccumulationInvestment AdvisoryTrustsSmall BusinessRetirement PlanningFinanceRoth IraInvestment StrategiesPersonal FinanceHigh Net Worth IndividualsIrasInsuranceFixed AnnuitiesAsset ManagmentPortfolio ManagementEstate Tax PlanningWealth ManagementWealthFinancial PlannersLife Insurance401kSecurities

ABOUT PAUL MILLER

Principal | CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at Indian River Financial Group

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.