Broker Check
Lisa D. Miller, CFP®, ChFC®, CDFA™, RICP®

Lisa D. Miller, CFP®, ChFC®, CDFA, RICP®


As a Financial Advisor I listen. Hearing what my clients are saying, or not saying is, in my opinion, one of the most important aspects of my job. Equally important is providing my services with compassion and without judgment to whomever seeks advice.

I meet individuals, families and business owners, where they are in their personal, and professional financial lives. I draw from my previous career in Accounting and Business Management and my on-going professional education to help my clients identify their unique financial objectives and create a personalized plan towards achieving their goals.

Acting as a Fiduciary (in the best interest of the client) and employing a Holistic (incorporating all financial aspects) approach, clients may opt for Fee for Services, Fee Based Assets Under Management or individual product solutions. Not sure what your best fit is? We’ll discuss your objectives and the options so that you can make an informed decision.

When it is time to relax, I can be found enjoying all that living on the shore of Lake Ontario has to offer. Dabbling in photography to capture another amazing sunset, paddle boarding, kayaking, fishing for a Derby winning Salmon or simply watching the seasons pass by with husband John, pup Josie and feline master, Mordecai Brown (Morty). Proud Mom to son Joshua and his life partner Kristina the best weekends are spent with them and my Grand Pups!


California Insurance License #: 0I59399

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.