Bob
Miller, CFP®
1967 Graduated from DePauw University
1968-1972 Served in the U.S. Air Force
Earned a teaching credential from California State University at Sacramento
Worked for the Comprehensive Youth Program counseling high school students
1984 Entered the financial planning industry
1994 Earned the Certified Financial Planner™ credential (CFP®)
Registered to offer Investment Advisory Services through Woodbury Financial Services.
Licenses held: Securities, Life/Health and Disability
Insurance and Long Term Care
Primary client emphasis is estate and investment planning,
comprehensive financial planning and asset management
CA license #0646376
Licensed in CA, MA, MD, NJ, NV, NY, OK, OR, VA, WA |