Chad Miller
CFA®

Advisor

Contact

(949) 705-0037

Chad Miller, CFA® is an Advisor on Mark Copeland’s team at SEIA. Chad blends his intellectual curiosity and focused process to deliver premium advice to his clients. He utilizes an in-depth understanding of their needs to tailor and implement specific solutions that help clients achieve their financial goals. His focus includes market research, portfolio construction and retirement planning.

Chad joined SEIA in early 2015 after beginning his finance career at Merrill Lynch. Chad received his Bachelor of Science degree in Business Economics from the Wharton School at the University of Pennsylvania and he earned his Chartered Financial Analyst® designation in 2018. He is also a licensed insurance agent (CA Ins. License #0K37543).


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