Meet Your Advisor

Kara Miller


I'm Kara Miller, a financial advisor with nearly 20 years of experience in the industry, presently registered with LPL Financial. My journey includes time at esteemed institutions like Park Avenue Financial Advisors and regional roles at Prudential Financial and Symetra. My primary focus for the past 15 years has been assisting financial advisors in developing retirement income and risk management solutions for their clients, with a specialization in social security strategies. A proud graduate of New York University’s Leonard N. Stern School of Business, I hold both Series 7, 63, and 65 licenses held with LPL Financial, along with the Retirement Income Certified Professional (RICP®) designation.

My approach to financial advisement is rooted in trust, integrity, and a commitment to my clients' financial success. I'm passionate about guiding clients through significant life transitions, including retirement, divorce, and death, to help them make informed financial decisions. I look forward to partnering with you and your family on your retirement journey.