Dan Miller CFP®

Investment ManagementRetirement PlanningTaxesEmployee Stock OptionsEquity Compensation OptionsEstate PlanningFinancial Life Planning
Written By Knapsack
 

Wealth Advisor

Areas of Focus

  • Employee Stock Options

  • Equity Compensation Options

  • Estate Planning

  • Financial Life Planning

  • Investment Management

  • Retirement Planning

  • Taxes

Overland Park, KS
(serving clients nationwide)

 
 

Qualifications & Experience

  • Bachelor of Business in Finance, University of San Diego (1990)  

  • Joined ONE Advisory Partners in 2015

  • Served as Investment Adviser Representative at Cambridge Investment Research (2005–2015), operated Miller Financial Services 

  •  Earned CERTIFIED FINANCIAL PLANNER™ designation in 2006

About

Dan Miller is a Private Wealth Manager at ONE Advisory Partners. He earned his Bachelor of Business in Finance from the University of San Diego in 1990 and became a CERTIFIED FINANCIAL PLANNER™ in 2006 . From 2005 to 2015, Dan served as an Investment Adviser Representative with Cambridge Investment Research Advisors, where he operated his own practice, Miller Financial Services. He joined ONE Advisory Partners in 2015 to support busy professionals in preserving their most valuable asset: time.

Knapsack

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