Douglas Miller has over 41 years of experience in the financial services industry. He graduated from Rutgers University with an MBA in Finance. Douglas has the following registrations: series 7,63 and 65. He also holds state Life/Health/Disability and variable contracts licensing. He is also an AIF, an Accredited Investment Fiduciary.
He is a Registered Investment Advisor with CSP Financial Group. CSP Financial Group is an independent advisory firm that does not underwrite any securities and has no proprietary constraints. Douglas enjoys analyzing and understanding the big picture to be sure that all aspects of a clients’ financial life are coordinated effectively – including Estate and Income Tax Reduction, Retirement Income Analysis, Asset Protection, Investment Allocation, Wealth Transfer and Risk Management. He specializes in designing prudent strategies that help reduce clients’ income tax liability, increase their retirement income, grow and help protect assets, and structure their estates to successfully retain wealth within the family through multiple generations.
Douglas was born in Hartford, Connecticut and lived in New Jersey growing up. After college he moved to Colorado and settled in Arizona in 1989. He and his “better half”, Jane, have been together for over 30 years. They enjoy dining venues, travelling and sharing time with their sons in New Jersey, Los Angeles and Cabo San Lucas, Mexico . Douglas is an avid hiker and mountain biker. He spends a week in Moab, Utah every spring, He’s done that trip 31 times so far. Douglas also enjoys time with his rescue dog, Sola Vena. He is involved with the Arizona Humane Society, the Arizona Animal Welfare League and the Southwest Wildlife Conservation Center.