The election of Miller came at the CFP Board’s July 2023 meeting. In announcing the selection, the board called Miller a leader in the development of wealth management and the financial profession more broadly.
She joined the board as a director in 2020 and is a member of the CFP Board Center for Financial Planning’s campaign development committee.
Miller is the founder and president of Summit Place Financial Advisors in New Jersey, which provides personalized investment management and financial planning. Prior to starting Summit Place in 2008, she was a principal owner of investment management services firm Trevor Stewart Burton & Jacobsen Inc.
“Liz is a remarkable leader whose contributions to the profession are substantial,” said Board of Directors Chair Dan Moisand, CFP®. “We are excited about the wealth of experience she brings to the role, and we look forward to her leadership and vision as we continue to advance the financial planning profession.”
Miller will succeed current Chair-elect Matt Boersen, CFP®, who will serve as Chair of the Board of Directors in 2024. Miller will subsequently take over the role in 2025.
She said she was honored to be selected as the 2024 Board Chair-elect. “Our profession is needed now more than ever, and I am thrilled to collaborate with my fellow Board members and the staff at CFP Board to foster a growing and diverse community of CFP® professionals, ensuring that more Americans receive competent, ethical financial planning,” Miller said.
Miller started her career as a mergers and acquisition analyst for The First Boston Corp. and then became an associate portfolio manager for Oppenheimer Mutual Funds. She is also the author of “Clutter-Free Wealth: A Goal-Oriented Guide to Gaining Control of Your Affluence.”
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