Michael D. Miller, CFP®, ChFC®

Founder & CEO
Senior Wealth Advisor

At Capital Planning
As CEO, Michael is responsible for all aspects of the company’s vision and strategic planning. Michael founded Capital Planning in 1983 to deliver investment and wealth planning solutions to managers and executives of premier Northwest companies. Michael achieved early success in providing financial planning educational services for The Boeing Company community including Boeing Management Association (BMA). For over 30 years, Capital Planning has served BMA by providing wealth management workshops with topics such as Retirement Planning, Investment Management and Estate Planning. In 2004, Michael led the effort in launching our Family Legacy Services and Exit Planning for Business Owners. His client work is focused on assisting executives, business owners, and high net worth families with wealth management solutions.

Practice Focus

  • Exit & transition planning for business owners & entrepreneurs
  • Boeing Managers & Executives
  • Executive benefit analysis
  • Executive investment and retirement planning
  • Investment portfolio design and strategies
  • Wealth transfer strategies and lasting legacies

When I Am Not at Work
Michael spends time with his wife Mary and their two teenage boys, enjoying everything the Northwest has to offer. Together, they can be found wake boarding on Lake Washington or skiing in the mountains. The are also active in their church.

Previous Roles or Ventures
As a young man, Michael’s most adventurous endeavors include freestyle skiing, aerial acrobatics, and five seasons of king crab fishing based from Dutch Harbor, Alaska. In 1991, Michael partnered with the Boeing Employees’ Credit Union (BECU), to build a members only financial services center to provide investment management and financial education. It was a successful endeavor that BECU purchased in 2001.

Education & Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant®, ChFC®

Professional & Community Activities

  • Capital Planning Board of Directors, Chairman
  • Seattle-King County Prayer Breakfast, Co-Chairman
  • YPO-WPO Christian Fellowship Network, Board Member
  • World Presidents’ Organization (WPO) Pacific Northwest Chapter, Member
  • Pinnacle Forum Seattle, Past Board member
  • Young Presidents’ Organization (YPO) Pacific Northwest Chapter, Past Board member
  • Bellevue Wolverines Youth Football, Past Coach
  • Young Entrepreneurs’ Organization (YEO) Seattle, Past President
  • Barnabas Financial Ministries, Past President
  • International Association for Financial Planning (IAFP), Western Washington Chapter, Past President

My Most Recent Speaking Engagements

  • Boeing Leadership Network - Financial Planning Workshops
  • Boeing Leadership Network - Retirees
  • YPO-WPO Vision and Values Conference, Master of Ceremonies
  • Generational Wealth, WPO Pacific Northwest Chapter
  • MAST: Mergers Acquisitions and Strategic Transitions for business owners & entrepreneurs
  • The Legacy Series - Keynote, Seattle Children’s Hospital Foundation
  • Thy Will Be Done™ - The first step in creating your values-based estate plan, Seattle Pacific University

Events

See our Events Section for more details.

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