Michael D. MillerChFC®, AAMS™ CFP®

Michael D. Miller
ChFC®, AAMS™ CFP®

Founder & CEO, CCO

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 personalized investment and wealth planning solutions to executives and managers of premier Northwest companies. Michael is a CERTIFIED FINANCIL PLANNER™ professional, Chartered Financial Consultant®, and an Accredited Asset Management Specialist®. He specializes in working with the unique financial planning needs of Boeing executives, senior managers, and engineers. For over 30 years he has been a trusted resource in educational wealth planning services for The Boeing Leadership Network with an emphasis on high-level coordination of benefits to prepare for the retirement years.

Practice Focus

  • Corporate Executive, Manager, Engineer Benefit Analysis
  • Aerospace, Technology, and E-Commerce Industries
  • 401k & IRA Tax Strategies
  • 401k Rollover Strategies
  • Roth IRA Conversion Strategies
  • Executive Compensation Consulting
  • Annual/Open Enrollment Consulting
  • Investment Management, Portfolio Design
  • Concentrated Stock Consulting
  • Stock Option Strategies
  • Retirement Planning
  • Estate Planning and Wealth Transfer
  • Family Legacy Planning
  • Exit & Transition Planning for Business Owners & Entrepreneurs

Previous Roles or Ventures

As a young man, Michael’s most adventurous endeavors included freestyle skiing, aerial acrobatics, and five seasons of king crab fishing based out of Dutch Harbor, Alaska. In 1991, Michael partnered with the Boeing Employees’ Credit Union (BECU), to build a member 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®  
  • Accredited Asset Management Specialist, AAMS® 

Professional & Community Activities

  • Capital Planning Board of Directors, Chairman
  • Seattle-King County Prayer Breakfast, Past Co-Chairman, Executive Team
  • 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

Previous Speaking Engagements

  • Boeing Executives - Financial Planning Workshops
  • 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

When Not at Work 

Michael enjoys his home in Washington and vacationing in Arizona with his wife, Mary, and their two grown sons. As a family, they can be found enjoying the great outdoors with wakeboarding on Lake Washington, skiing in the mountains across the U.S. or soaking up the arid warmth on long walks in Arizona. Being active members of their church, they put a focus on giving back to the community and supporting world missions.