Cfp® Joe Miller Cpwa®

Joe Miller, CFP®, CPWA®, has extensive work experience in the financial planning industry. Joe is currently working as the Head of Retail Retirement at MissionSquare Retirement, where they are responsible for delivering financial education, advice, and planning to public sector employees and their families. Prior to this role, Joe took a sabbatical at Sangglenhaus. Joe previously served as the Chief Operating Officer at Envestnet MoneyGuide and as the Wealth Executive Director for Wealth Planning at BB&T. At BB&T, they established the Wealth Planning vertical and achieved impressive revenue and expense budget goals. Before joining BB&T, they worked at U.S. Bank as the Head of Financial Planning and at MoneyGuidePro™ as the Head of Practice Management. Joe also held executive positions at UBS and Citicorp Investment Services, where they gained international experience in wealth planning. Joe started their career at Ameriprise Financial Services, Inc. in the Silver Team Financial Planner role. Throughout their career, Joe has demonstrated leadership, strategic planning, and strong financial planning skills.

Joe Miller, CFP®, CPWA®, has a bachelor's degree in Applied Economics and Business Management from Cornell University, which they obtained in the years 1986 to 1990. Joe also completed the CFP Professional Education Program at the College for Financial Planning. Furthermore, they pursued the Center for Executive Development at the University of California, Berkeley, Haas School of Business, where they completed the CIMA - IMCA Certified Investment Management Analyst Program. Additionally, they obtained a SIMFA certification from The Wharton School's Securities Industry Institute.

Joe Miller has obtained several additional certifications. In 1995, they became a Certified Financial Planner (CFP) through the CFP Board. In 2008, they obtained the Certified Private Wealth Advisor (CPWA) designation from the Investments & Wealth Institute. Joe has also obtained several FINRA certifications, including Series 7, 24, 63, and 65.