We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Fritz Miller, Partner
CFP®, ChFC, AIF® Partner
155 N. Lake Ave., Suite 780
Pasadena, CA 91101
Mr. Miller received his Bachelor of Arts (B.A.) degree in Economics from the University of California, Los Angeles (UCLA). He completed the Chartered Financial Consultant (ChFC) program through the American College and also obtained the CERTIFIED FINANCIAL PLANNER certification through the CFP Board of Standards, Inc. Additionally, he has earned the Accredited Investment Fiduciary (AIF) professional designation. He is also a licensed insurance agent (CA License # 0685877).
Fritz is married with four children and has lived in the Pasadena area for more than 25 years. He enjoys remaining active in several Pasadena area charities and UCLA charitable endeavors.
Fritz in the News
- Pasadena Outlook: Don’t Let Short-Term Volatility Derail Your Long-Term Plans, Pasadena Outlook, March 2016
- Should Dividends Be the Focus of Your Retirement Income?, US News & World Report, August 24, 2015
- Pasadena Outlook: Miller Takes Big-Picture Approach to Retirement, Pasadena Outlook, October 2014