Spencer Miller CFP®

Financial Advisor, Certified Financial Planner™

Spencer is a graduate of the University of California San Diego with a B.A. in Philosophy with a minor in Economics.  He began his financial career in 2005 and has developed significant knowledge in the integration of the key areas of tax, investment, insurance and estate planning which leads to greater retirement and estate-distribution success.  He is a series 7 licensed securities broker, investment advisor representative, insurance agent, and brings comprehensive financial knowledge as a Certified Financial Planner (CFP®).

Spencer’s interests include music, golf, traveling, photography, politics & philanthropy.  He is currently serving on the board of directors for non-profit Girls in Power and previously on the board of directors for Beyond Shelter (currently called PATH), a non- profit advocacy group for the homeless.