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Kathleen Miller,
CFP®, CDFA®

Senior Wealth Advisor

Kathleen has been helping individuals and families grow, protect and pass on their wealth for more than 40 years. Her expertise allows her to offer a tailored approach when assisting clients in planning their financial strategies, particularly when facing major life changes. She is driven by her passion for understanding men, women, money and relationships and how we are different. This led to the founding of her prior firm, Miller Advisors, with a mission to empower people to take charge of their financial lives.

Kathleen is considered a pioneer in divorce financial consulting. She is a Certified Divorce Financial Analyst® and has published two books that address the financial challenges facing women going through the divorce process and provides guidance and information they need to safeguard their marital assets and create a win-win solution.

In addition, Kathleen has authored articles for legal and financial trade journals and has been quoted on financial and post-divorce planning issues in national publications such as the New York Times, Yahoo! Finance, and US News. She has also served as a guest lecturer on divorce-related topics, investments, and financial planning at a variety of organizations.

Kathleen serves on the board of the Women’s Leadership Alliance and is dedicated to advancing the role women play in the financial services industry. She is an avid reader and writer and enjoys traveling throughout the world.

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