Cara Miller, CFP^®

Designations and licenses

Cara is a CERTIFIED FINANCIAL PLANNING™ professional.

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.

Cara’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.