Kevin J. Miller CFP®
“I believe in creating the most appropriate financial plan for clients by determining their short and long term goals, wants, needs, and ambitions. Personalized financial advice can only be provided after discovering the client’s background, investment knowledge, risk tolerance, and lifestyle goals and preferences. That enables a financial plan to be truly tailored to their needs.”
Mission & Objectives
I believe that customization is key and no two clients are alike. My mission is to provide each client with a fully customized and personal financial plan to help them pursue their short and long-term needs, goals, and passions.
Philosophy
I begin by identifying each client’s financial goals, wants, needs, and ambitions. I obtain information on their family dynamics, financial behaviors, situation, and risk tolerance. Once I understand what the client is trying to achieve and become knowledgeable about their background (current investments, financial background, employment, assets, family members, etc.), I construct a personalized financial plan aligned with their specific needs and objectives.
Personal & Career History
Upon graduation from WVU in 2013, I was hired by SEI Investment Management where they sponsored me for my Series 7 and 63 licenses. While at SEI, I learned the customer service and investor relations side of finance. After working for SEI for a year, I transitioned my career from broad finance to financial planning and investments at Berkshire Investment Group. I hold the CERTIFIED FINANCIAL PLANNER℠, CFP® designation as well as the Accredited Asset Management Specialist℠, AAMS® designation. In addition, I have my Life and Health Insurance License to sell insurance and annuities.
Education
- Wyomissing Area Jr/Sr High School – 2009 Graduate
- West Virginia University – B.S. in Business Management, 2013
Professional Credentials
- LPL Registered Principal
- LPL Registered Investment Advisor Representative
- Series 7, 24, 63, 65 held with LPL Financial
- CERTIFIED FINANCIAL PLANNER™(CFP®)
- Life and Health Insurance Licensed
