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Lisa D. Miller, CFP®, ChFC®, CDFA™, RICP®
CERTIFIED FINANCIAL PLANNER™ Professional

120 Madison Street, Suite 1900 Syracuse, NY 13202

Phone:

  • (315) 425-6343

E-mail:

  • Lisa-D.Miller@equitable.com
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What brought you here today and how can I help you? Examples of areas of Financial Planning: ... Read More

What brought you here today and how can I help you?

Examples of areas of Financial Planning:

  • For the Generations: Useful content for Everyone

  • Retirement: Saving for, Anticipating, Distributions During

  • Special Needs: Quantifying, Creating Trust Objectives and Life Care Plans

  • Women Wealth & Wisdom: Individualized for each phase of life

  • LGBTQ+: Marriage Equality did not remove all obstacles

  • Divorce: Pre, During and Post; Collaborative and Mediation Services

  • Business Owners: Including Succession and Buy/Sell

  • Estate Planning: Tax Aware, Multi-Generational and Legacy

  • Blended Families: Yours, Mine and Ours

California Insurance License #: 0I59399

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Women Wealth & Wisdom is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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Lisa D. Miller, CFP®, ChFC®, ChSNC®, CDFA™, RICP®
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst
120 Madison Street, Suite 1900 Syracuse NY 13202
(315) 425-6343Lisa-D.Miller@Equitable.com(she/her)
Planning for your best life and the "what if's" along the way
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck