Lori J. Miller
LPL Financial
Lori J. Miller, CFP® MS, is a Registered Principal, Wealth Manager, and fee Comprehensive Financial Planner and business owner now in Denver, Colorado. Lori organically built her successful Client-centric practice in west suburban Chicago after many years of corporate problem-solving in diverse Finance and Information Technology roles, but now serves clients in many states*. Lori's experience, positive energy, grit and passion help each client to be empowered to work towards financial security and to make smart, conscious decisions about their financial lives based on their values and goals. Lori earned a Bachelor of Science in Finance from San Diego State University, a Master of Science in Management Information Systems from North Central College, is a Certified Financial Planner CFP®, has independent insurance credentials and licenses including the CPCU, and holds Series 24, 7,65, 63, and 6 securities licenses held through LPL Financial (member FINRA/SIPC). Lori currently serves as the President of the Colorado Financial Planning Association (COFPA), is an active member of COFPA, GFWC, LWV of Denver, and CPCU Society of Denver, and has held numerous leadership positions and received awards for many business, community and civic organizations. Lori enjoys skiing, road cycling, hiking, photography, travel, and genealogy, and sharing time with her husband, children, family and friends, plus making positive differences with her volunteer work in numerous organizations.
(06/22)
