Cara Miller, CFP®
Designations and Licenses
Cara is a CERTIFIED FINANCIAL PLANNING™ professional. She is also a licensed health, life and variable insurance agent.
Experience and Education
Cara works with a client’s CPA to provide integrated wealth planning and investment strategies. She designs comprehensive and customized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique goals and objectives.
Cara has a Bachelor of Arts degree in business administration – accounting from the University of St. Thomas.