Kristina Miller, FPQP™
Operations and Planning Manager Senior Financial Planner
As a Senior Financial Planner at CFO4Life, Kristina works directly with clients, seeking to help them meet both short and long term financial goals and dreams, including forecasting of current and future cash flow needs, evaluating and assisting with limiting risk exposure, tax efficiency strategies, and retirement income planning.
Kristina attended the University of North Texas where she studied business and finance and later obtained her Financial Paraplanner Qualified Professional™ designation in 2009. She has over 15 years of experience in the financial planning industry. Prior to joining CFO4Life, she worked as a Senior Client Relationship Manager at Austin Financial Partners working with high net worth individuals for their investment and wealth management needs.
Kristina is a native Texan, raised in Dallas. In her free time, she enjoys reading, live music, working out and spending time with her granddog, Mia.