Will Miller, CFP®
Financial Planner
I’ve always loved working with people, from teaching tennis in high school to coaching college tennis while earning my master’s in finance. Financial planning became the perfect bridge between two passions: helping great people and diving into finances.
One of my favorite quotes growing up was by Andre Agassi- “points become games become sets become tournaments, and it’s all so tightly connected that any point can become the turning point.”
Every choice we make with clients has the chance to be the turning point of their lives. For us to see how far our clients come in the course of working with us, is why I do it.
What I do at Know My Plan
As a Financial Planner my number one focus is that everything at KMP is running smoothly and all of clients plans are being executed on properly & timely.
What I love about my job
My favorite part of working Know My Plan is the conversations we have with all of our great clients and hearing their stories about what they have done or plan on doing in the future.
Outside of work
Outside of work, life is full of excitement. My wife and I live outside Philadelphia with our three cats and dog, Kai. When we aren’t taking care of the animals we still enjoy tennis and pickleball, heading to the Jersey Shore, and exploring hiking trails.
The first concert I went to was with my in-laws when I was 25… the band was White Snake.
I enjoy sports, a good action movie, and being at the shore.
Trying new restaurants with Taylor is my favorite thing.
Taylor and I are working towards going to every MLB stadium.
Looking for Will?
- Call me: 704-243-9376 (option 3)
- Email me: will@knowmyplan.com
- Schedule a meeting with me
- Find me on LinkedIn