Our certified financial planners are knowledgeable in a wide range of financial matters. Get to know your partner in your financial plan.
Robert Miller, CFP®
Bob Miller has been helping clients meet their financial goals for more than fifteen years.
Bob’s decades of extensive experience with Fortune 100 companies and as a small business owner made the financial planning field a natural next step. His diverse background is invaluable in relating to his many varied clients.
Recognizing early on the need for greater knowledge of the complexities of financial planning, Bob chose to become a Certified Financial Planner. He believes that “the CFP designation gives the public a sense of security, confident that individual has tested knowledge and experience, and he or she adheres to a code of ethics.” Bob has been an instructor at Boston University, teaching Retirement and Employee Benefits to aspiring CFP candidates and held the same position at Northeastern University.
Putting his clients’ needs first and foremost is the guiding principle that Bob never compromises. Because he doesn’t sell investments, his clients benefit from his clear-cut unbiased advice. Bob is especially interested in helping individuals who are planning for retirement and those facing life-changing events.
In addition to offering financial planning services to individuals and families directly, Bob provides employee benefits to many small businesses guiding them through the challenges of creating and maintaining quality affordable benefit programs. Bob’s advice is frequently sought, and he has been quoted in numerous publications, including the newly published book Beyond 401(k) s for Small Business Owners authored by business attorney Jean Sifleet. He has been a presenter to national trade associations, on retirement and personal financial planning, and a sought after expert for business television programs.