CoverProfile

Josh Miller

Director, Senior Wealth Advisor

Colorado Financial Management

United States, Colorado, Johnstown

About Me

Josh Miller joined Colorado Financial Management in 2002. He is involved in investment management, investment policy, operations, compliance, and business development. Josh has over twelve years of previous experience in banking, leasing, finance, accounting and corporate management, including seven years with a national company that has over 1,000 branch locations. A graduate of Nebraska Wesleyan University in Lincoln with a Bachelor of Science degree, Josh also earned a Master of Business Administration degree from the University of Denver. He received the CERTIFIED FINANCIAL PLANNER™ designation in 2006 and is a member of the Financial Planning Association.

Profile Information

Director, Senior Wealth Advisor

Colorado Financial Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Johnstown

Colorado

United States

Jan 13, 2025

More profiles to browse

Profile Photo
Brad Bickham
Chief Investment Officer, Director, Investments
DN
Denis Nock
Vice President, Research & Investments

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale