Christian M. MillerAAMS™  CMFC® 

Christian M. Miller

Financial Consultant

At Capital Planning

Christian joined Capital Planning in 2017 and works closely with Michael Miller, CEO, assisting with investment due diligence and portfolio design. He has established himself as a valuable colleague to the investment and advisory teams.

Practice Focus

  • ETF, Mutual Fund & Separate Accounts research
  • Alternative strategy due diligence
  • Portfolio design and stress tests
  • Investments
  • Advisory services

Education & Designations

  • Series 65 License
  • Accredited Asset Management Specialist & AAMS®
  • Chartered Mutual Fund Counselor & CMFC®

When Not at Work

Christian enjoys snowboarding the Cascade & Rocky Mountains, wake surfing on Lake Washington, golfing, and spending time with his wife and family.