Mike Miller, CFP®, CKA®

CEO, CCO, Co-Founder & Leadership Team

Mike is Chief Executive Officer, Chief Compliance Officer and Co-Founder of PlanFIRST℠ and a member of the Leadership Team. He also sits on the firm's investment committee. 

After Mike graduated from Bob Jones University with a degree in accounting, he started working at a local insurance company, where he eventually became assistant manager of the agency branch. While there, he earned the Chartered Life Underwriter (CLU) designation.

Mike began to envision how comprehensive financial advising should be, and he came to believe that working independently for the client allowed him to give clients specifically tailored financial strategies for their life. In 1984 Mike co-founded PlanFIRST℠, Inc. where our highest priority is the client's best interest. He then became a CERTIFIED FINANCIAL PLANNER practitioner in 1985.

Mike is a member and past president of the Financial Planning Association and a member of the Greenville Estate Planning Council. He became a Certified Kingdom Advisor® to provide a Christian aspect of counseling and investing for his clients. He is a regular speaker at retirement planning seminars for several corporations.

Mike enjoys golfing and relaxing with his wife, Cathy, and their four children. He attends Mitchell Road Presbyterian Church.

 

Visit Mike's website: MikeMillerInsights.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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