Chris Miller, MS, CFP®
Chris has been in the financial planning industry for over 20 years. His journey has taken him through national investment firms, traditional boutique firms, and more recently, a cutting-edge Fintech company.
He is passionate about helping people understand how the many intricacies of financial planning come together to achieve their goals.
When working with clients, Chris takes an educational approach, breaking down complex financial concepts into simple, easy-to-understand terms. Building trust is at the heart of what he does because he knows that money discussions can be emotional and sometimes tough.
He strives to create an open and transparent environment where conversations around financial behaviors and client goals come to life. And yes, he believes financial planning can be fun, so he always tries to bring a bit of joy into the conversations.
Chris holds a graduate degree in Human and Family Services with a focus on behavioral finance and financial planning. He has been a CERTIFIED FINANCIAL PLANNER® since 2009, a milestone that underscores his commitment to professional excellence.
He currently resides on Sanibel Island in Southwest Florida with his partner, Mark, and their 8-year-old Labradoodle, Saba. When he’s not helping clients navigate their financial futures, you can find him enjoying the beautiful beaches and vibrant community of their island home.
contact Chris.
chris@corepln.com
(630) 881-9975