Anthony D. Miller
MBA, MSFS, CFP®, CLU®, ChFC®, LUTCF®, AEP®, REBC®, CASL®, RICP®, WMCP®
Hi I'm Anthony, founder of Retirement Solutions, and I'm proud to be a teacher and advocate for my clients, helping them achieve their financial, business and estate planning goals since 1991. I'm a full-service financial planner, but my primary focus is on retirement planning and wealth management for retirees, pre-retirees, professionals and business owners. Simply put, I use innovative processes to reduce complexity and enhance clarity in my clients' financial and business lives. You can say I'm sort of an education nut, as I've completed two Masters Degrees and hold nine professional designations. California Insurance License #0B63793.
Education and Designations
Anthony completed a Master of Business Administration degree, with an emphasis in Finance from the University of Utah, and a Master of Financial Services degree from The American College of Financial Services. He also completed a Bachelor of Arts in Spanish, Summa Cum Laude, with a Minor in English, from Utah State University.
Anthony’s professional designations include Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Chartered Advisor in Senior Living (CASL®), Registered Employee Benefit Consultant (REBC®), Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF®), Wealth Management Certified Professional (WMCP®), and AEP®. He also holds FINRA Series 7 (General Securities Representative) and 65 (Investment Adviser Representative) registrations, and State Life & Health Insurance & Variable Contract licenses.
Industry Involvement
Anthony is a member of the Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA), National Association of Estate Planners & Councils (NAEPC), and the Million Dollar Round Table, The Premiere Association of Financial Professionals®.
Anthony has qualified for membership in the Million Dollar Round Table, The Premier Association of Financial Professionals®, for 26 years, including 9 Top of the Table and 19 Court of the Table—placing him among the top financial professionals in the industry.
Personal Details
In his spare time, Anthony taught Finance and Investments as an Adjunct Professor at Rocky Mountain College for 7 years. He is also active with many non-profit organizations in his community.
Anthony is married to Susan, and they have two adult children, Nelson and Rachel.
Team Fact #1
Anthony is an education nut and has completed 2 master's degrees, and holds 8 professional designations.
