Lori Miller

Wealth Mngr/Financial Planner/Registered Principal

CFP®, MS, CPCU

LPL Financial LLC7900 E Union Avenue, Suite 1100, LPL Financial LLC, Denver, CO 80237-2746

Broker Affiliation: LPL Financial

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, GenX, Women & Female Leaders

Major Milestones I Specialize In

Early Retirement or Financial Independence, Funding Education, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I provide comprehensive, fee‑based fiduciary financial planning and wealth management focused entirely on you — your values, goals, and life transitions. My process combines deep experience in finance and technology with actionable solutions including independent strategies for retirement income, college funding, asset allocation, alternative investments, qualified business plans, and insurance needs. I partner with clients to build practical, ethical plans, empower informed decisions, and deliver ongoing wealth management and advisory services tailored to each household. What sets my practice apart is a client‑centric approach: I offer objective, personalized solutions as a Registered Principal and CFP® with an advanced degree in technology, supported by LPL Financial resources and additional online tools at www.YourWealthDiva.com. Clients can expect clear communication, disciplined planning, and access to a broad set of services (investment advisory, insurance, and fiduciary financial planning support) delivered with positive energy, grit, and a commitment to fiduciary responsibility. Enriched as a lifelong athlete and leadership volunteer, I am a mom, wife, sister, and friend dedicated to making positive differences and ready to help you transform your now today!

Disclosures

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.