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Walnut Creek Financial Advisors
Carole Bojan Miller, Inc.
1243 Alpine Road, Suite 219
Walnut Creek, CA 94596
(925) 478-4391
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“Financial Planning With A Difference”
Advisor Profile
Name: Carole Bojan Miller
Phone Number: (925) 478-4391
Website: Visit Website
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Business Description

The intertwining of day-to-day life with your financial future is something you may not have considered. When you're planning your finances, you're actually planning your life and that's exciting. You deserve the attention of a professional you can trust to believe in you as much as you believe in yourself. As your financial planner I work for your best interests at all times. Since clients are not generic their financial plans shouldn't be either. As your advisor I first listen, then create a strategy unique to you, and make changes as needs, financial situations, life stages and goals change. My role becomes coach and partner so that our relationship is an ongoing association based on mutual trust and respect and you have financial peace of mind.
 

General Information

Gender:    Female
CRD#:    1127610
Years of Experience in Financial Services:    22
 

Education

Academic Background
 
Graduate of Moser Business School in Chicago
 

Services

Investment Types:    Stocks Mutual Funds, Bonds, Other, Stocks, Annuities, International Investments, Bond Mutual Funds, Real Estate, Alternative Investments
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Series 65, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Financial Consultant, Insurance License (Life & Health; Long Term Care; Specify below), Chartered Life Underwriter, Series 7
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Assets Managed by Firm:    Yes
 

Compensation & Fees

Fee % Based on Assets:    1
Hourly Rate:    150
Additional Details on Charges:    $100,000 - $250,000........1.25%
$251,000 - $500,000........1.00%
$501,000 - $800,000,,,,,,, .90%
$801,000 - $1 Million........ 85%
Over One Million Negotiated Fees
 
 
 
Prepared By: Carole Bojan Miller