CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter
Charles R.” Chuck” Miller is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter who is an advisor to business owners, professionals, pre-retirees, and retirees. With over forty years of experience, he has contributed significantly in developing financial plans for clients and then continually assisting his clients toward accomplishing their financial goals. These primary goals have been educating their children, providing for and living out a comfortable retirement, and planning for future generations through sound estate planning.
Chuck believes that trust is a primary requirement to have a long term relationship with a financial advisor. With this mutual trust he is able, along with his team, to develop solid long-term financial plans encompassing investment, retirement and tax planning that clients can stick with while making minor adjustments over time. With his extensive financial knowledge he becomes the primary financial advisor that his clients contact with any of their financial questions and concerns.
Chuck attended the University of South Dakota where he received a Bachelor of Science degree in Accounting in 1965. He served in the U.S. Army before moving to New Orleans in 1969 and entering the financial services industry. He received the Chartered Life Underwriter (CLU) designation in 1973 and the CERTIFIED FINANCIAL PLANNER ™ certification in 1983. In 1980 he founded Financial Consulting Group, Inc. and has provided his clients with holistic financial planning services since then. At that time he became a Registered Representative and Registered Principal.
He is married and has lived in Metairie, Louisiana since 1968 with his wife Leslie. They have four happily married daughters Jackie Olivio, Krissy Arceneaux, Susie Vollenweider and Katie Cash who have provided Leslie and Chuck with thirteen wonderful grandchildren. When he is not working and spending time with his grandkids Chuck enjoys playing golf, reading, and watching and attending sporting events. Chuck has served as President of the local chapters of both financial planning organizations in New Orleans as well as being President or Chairman of many community organizations.
The three adjectives that describe Chuck are Trustworthy, Purposeful, and Analytical.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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