Amber Miller, CFP®, CSRIC™

Sr. Financial Planner

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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.

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We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.