Michael D. Miller, CFP®, ChFC®, AAMS®

Michael D. Miller, CFP®, ChFC®, AAMS®

Founder & CEO, 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 is a Certified Financial Planner™ professional, Chartered Financial Consultant®, and an Accredited Asset Management Specialist®. He specializes in working with the unique financial planning needs of Boeing executives and managers. For over 30 years he has been providing educational wealth planning services for The Boeing Leadership Network with high-level coordination of benefits and strategies to help maximize the income years and prepare you for retirement.

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 wakeboarding on Lake Washington or skiing in the mountains. They 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 member only financial services center to provide investment management and financial education. It was a successful endeavor that BECU purchased in 2001.

Education & Designations

  • Chartered Financial Consultant®, ChFC®  
  • Accredited Asset Management Specialist, AAMS® 

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