Amber Miller, CFP®, CSRIC™

Sr. Financial Planner

Minneapolis |Twin Cities

Phone:

(763) 494-0095

I help responsible women and young professionals make smart decisions with their money so they can spend more time on their busy, adventurous lives and less on their financial worries. I specialize in working with pediatric healthcare professionals and superstar women in tech. I am currently one of less than 500 financial professionals to hold the Chartered SRI Counselor (CSRIC) designation, which specializes in sustainable, responsible, and impact investments (SRI). These are investments that consider the environment as well as incorporate procedures and governance to not only generate a return for a client but also to make a positive societal impact. Amber currently leads our Minneapolis office.

She/Her/Hers (What’s this?)

“It is good to have an end to journey towards, but it is the journey that matters, in the end.” -Ursula K LeGuin

When I’m not at work, I’m usually on the water in my rowing single training for local and national races. I’ve been rowing since college and love being out on the water, pushing my mind and body to its limit. I also enjoy running half-marathons, CrossFit, hiking the Superior Hiking Trail, and the occasional Tough Mudder obstacle courses. I’ve lived in three countries and six states and am a sucker for anything travel and adventure related.

Credentials

Affiliations: Fee-Only Planning, Dare to Lead Trained, Chartered SRI Counselor (CSRIC)

Areas of Expertise: Mid-career Professionals, Socially Responsible Investing, Irregular Cash-Flow Planning (bonus, stock options, RSUs, ESPP, ESOP, etc), Career Planning, Education Planning, Marriage and Domestic Partnership, Single and Divorced clients, Financial Life Planning

Memberships:

National Association of Professional Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Young Professionals of Minneapolis (YPM)
Long Lake Rowing Crew of Minnesota
Notary Public

Leadership:

Committee Member, NAPFA Women’s Initiative (2021 – present)
Circle Leader, Invest for Better (2021 – present)
Committee Member, NAPFA ESG Study Group (2020 – present)
Diversity Committee, Financial Planning Association (2018 – 2019)
Financial Education Committee, FPA of Minnesota (2017 – present)
Board of Directors, Long Lake Rowing Crew, MN (2017 – 2019)
Executive Board, St Paul District 16 Planning Council, MN (2013-2015)
Board of Directors, Minneapolis Rowing Club, MN (2010-2012)

Education:

Chartered SRI Counselor, CSRIC™, Kaplan/USSIF The Forum for Sustainable and Responsible Investment, 2020
Dare to Lead Trained, Brene Brown, 2019
Certified Financial Planner Certification, The American College, 2017
BFA in Design with honors, Illinois Institute of Art – Chicago, 2006
Certificate of Entrepreneurship, University of Iowa, IA 2002
BA in Theater with honors, University of Iowa, IA 2002

My favorite things:
My family (including my two cats) and veggie pizza.

My greatest extravagance (under $100):
The British Arrow Awards at the Walker Art Museum in Minneapolis. If you haven’t attended this event, you should. It takes place in December.

In my spare time:
In my spare time I enjoy rowing, running, lifting weights; reading, sewing and refinishing antique furniture.

Favorite destination:
The Superior Hiking Trail.

Most effective saving tip:
Don’t give up what you want most for what you want now.

Latest Posts

How to Afford and Plan for Your Baby

February 18, 2022

By Amber Miller, CFP®, CSRIC™, Sr. Financial Planner Last summer, my husband and I had our first child. While I’ve loved the experience, the rumors

Why Many Young Couples Seek Out Female Financial Advisors

November 4, 2021

Amber Miller, Sr. Financial Planner at our Twin Cities office discusses the trend of Gen X and Y’s seeking out female financial advisors in an

Variable bonus compensation: What is it? How is it taxed? And what should you do with it once it’s yours?

April 14, 2021

By Amber Miller, CFP®, CSRIC™ What is a bonus? – a bonus is an additional paycheck that is a (often large) lump sum amount. They

Which ESG Funds Are a Good Fit for Socially Conscious Clients

November 11, 2020

CNBC recently featured Amber Miller, CFP®, CSRIC™ on how she works with clients that are interested in learning about environmental, social and governance factors that underpin sustainable

529 College Savings Plan | The Planning Center

Can My College Savings Plan be Used for More than College?

July 28, 2020

by Amber Miller, CFP®, CSRIC™ College savings plans, which include 529 Plans, are a great tax advantaged way to save for college. And now they’re

Minneapolis: Nothing is Normal

June 1, 2020

by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I was hoping to find a

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Phone: (888) 333-6986

Locations

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#302
Anchorage, AK 99503

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7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

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136 S Dubuque St,
Iowa City, IA 52240

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303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401