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Lisa Miller CFP®, ChFC®, CDFA™, RICP®

120 Madison Street
Syracuse, New York 13202
United States
Office Phone: 3154256343
https://www.LisaDMiller.com
LinkedIn: https://www.linkedin.com/in/lisa-d-miller-b586281/
lisa-d.miller@equitable.com
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional
Area(s) of Practice: Divorce Financial Planning Estate Planning Retirement Income Planning Small Business Retirement and Continuation Planning
License(s): 7,66,24, NYS Life & Health, Licensed in various states CFP®, ChFC®, CDFA™, RICP®

Undergraduate Education

Columbia College

Postgraduate Education

The American College
Wharton Certificate in Retirement Planning

Professional Education

CFP®, ChFC®, CDFA™, RICP®