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Joe Miller, CFP®, CPWA®

Managing Partner at Flatiron Search Partners and Entrepreneur

Joe Miller, CFP®, CPWA®, is the Head of Retail Retirement at MissionSquare Retirement. He has over 30 years of experience in the wealth management and financial planning industry. His expertise encompasses various aspects of financial services, focusing on retirement solutions for clients.

Miller holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations, which highlight his qualifications in financial planning and wealth management. His professional journey reflects a commitment to enhancing retirement strategies and providing comprehensive financial guidance to individuals and organizations.1

Highlights

Mar 29 · linkedin

Dustin Alga, CFP® is #hiring. Know anyone who might be interested?

Mar 16 · linkedin

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Joe Miller, CFP®, CPWA®
Joe Miller, CFP®, CPWA®, photo 1
Joe Miller, CFP®, CPWA®, photo 2
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Experience

Managing Partner at Flatiron Search Partners (May 2018 - Present)
Multi-Unit Owner at Orangetheory Fitness (May 2017 - Present), Partner | Talent & Operations at Empire Portfolio Group (May 2017 - Present), Advisory Board Member at Myodetox (May 2018 - Present), Adv at JP Morgan (2008 - 2009)

Education

Master of Business Administration (M.B.A.) at Harvard Business School, BA, Distinction in Economics at Colorado College

Location

Glen Allen, Virginia, United States