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CFP®*
Director of Planning
Michael specializes in building financial plans, asset allocation portfolios, and recommended financial solutions for business owners, professionals, senior-level executives, and retirees for Lighthouse Financial Consultants. Michael has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc. and has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification.
Michael is a graduate of the College of St. Rose, where he received a B.S. in Business Administration & Finance. Michael’s financial services career began at a Goldman Sachs subsidiary, The Ayco Company. From there he opened his own Independent Financial Services office in Northfield, NJ. Prior to joining Lighthouse Planning Consultants, he was the Director of Platforms and Implementation at Hanlon Investment Management.
Michael resides in South Jersey with his family. His charitable endeavors include sitting on the board of South Jersey Field of Dreams.
Michael Miller is a registered representative of Osaic FA and may market under both the Lighthouse Planning Consultants (LPC) and Heritage Financial Consultants (HFC) names. LPC has entered into an agreement with HFC to receive operational support and share staff and resources.
Certifications
- CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)*
Professional Associations
- Sitting on the Board of South Jersey Field of Dreams
Education
- B.A., College of St. Rose