Megan Miller, CFP®, CDFA

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Certified Divorce Financial Analyst

Work Experience

• Joined MAI in 2024 as a result of the acquisition of Harbor Wealth Management (HWM) where her roles included Principal, Chief Investment Officer, and Wealth Manager
• At HWM Megan oversaw investment selection, monitoring and ongoing portfolio maintenance, was the chair of the Investment Committee as well as a member of the marketing and public relations team
• Duties as a Wealth Manager included preparation of financial plans, managing investment portfolios as well as advising clients on their various planning needs
• Megan worked as a stockbroker at Charles Schwab for two years before joining HWM

Life Outside of MAI 

• Founded a young professional leadership team, Society 1902 whose goal is to engage younger members of the community to fundraise and raise awareness about the wonderful work of the Humane Society of Boulder Valley
• Enjoys exploring and creating memorieswith her kids, Brooke and Jackon, and husband Brett
• Enjoys volunteering and being an active member of her community.

Education

• University of San Diego, Bachelor’s degree in Finance

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.