Liz Miller
CFA, CFP, CIC
NJ, USElizabeth Miller, president of Summit Place Financial Advisors, is a recognized market strategist and economist in the media and author working with successful people to coordinate all of their wealth needs. Liz leverages her unique goal-oriented approach to wealth management to simplify clients' financial lives and help them clearly see and track how they can master the future lives they seek.
With over 20 years of Wall Street experience, Liz is an award-winning entrepreneur and accomplished speaker. Through her programs and keynote speeches, she brings tremendous energy and financial expertise to any organization or event. Liz continues to present sold-out programs at the Chautauqua Institution on a number of topics, including: legacy planning and building your goal-oriented portfolio. Liz also speaks all over the country, most often at gated communities and professional organizations.
In addition to earning numerous industry awards, such as the 2017 and 2018 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of "Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence." She is regularly quoted and featured in the media as a strategist and market expert for The Wall Street Journal, U.S. News & World Report, MarketWatch, and Financial Planning Magazine.
Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.
Elizabeth Miller, president of Summit Place Financial Advisors, is a recognized market strategist and economist in the media and author working with successful people to coordinate all of their wealth needs. Liz leverages her unique goal-oriented approach to wealth management to simplify clients' financial lives and help them clearly see and track how they can master the future lives they seek.
With over 20 years of Wall Street experience, Liz is an award-winning entrepreneur and accomplished speaker. Through her programs and keynote speeches, she brings tremendous energy and financial expertise to any organization or event. Liz continues to present sold-out programs at the Chautauqua Institution on a number of topics, including: legacy planning and building your goal-oriented portfolio. Liz also speaks all over the country, most often at gated communities and professional organizations.
In addition to earning numerous industry awards, such as the 2017 and 2018 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of "Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence." She is regularly quoted and featured in the media as a strategist and market expert for The Wall Street Journal, U.S. News & World Report, MarketWatch, and Financial Planning Magazine.
Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.
Building Your Goal-Oriented Portfolio
Your Estate Planning - Your Family
Are you starting to consider gifts and legacy planning for your family? Many parents want to share their financial success with children and grandchildren but are concerned about supplanting their personal drive. Families with good relationships are often unable to even broach the subject of gift or estate planning and wonder how to start these conversations. And most who do address these issues, struggle to choose strategies given their unique family circumstances. If this sounds...
10 Steps to Personal/Financial Privacy and Cybersecurity
The latest statistics tell us that in 2017, 123 million households in the U.S. were exposed to some kind of breach of their personal information. Hackers and identity thieves are constantly finding new ways to access our personal information and deeply disrupt our lives. So, it is more important than ever to continually review your personal data habits and be aware of the best practices to protect yourself. From regularly clearing out old files in your house to consistently reviewing your...
