This month, Jason Miller, CFP® is stepping into his new role as president of the Board of Directors of the Financial Planning Association of Greater Phoenix (FPA).
Miller is head of financial planning, Western U.S. for BMO Private Bank, a wealth management firm offering a range of investment advisory and financial planning services to high-net-worth individuals and families. He will serve a one-year term as president. Miller has served as a member of the Board of Directors since 2011, most recently as vice president.
As president, Miller will oversee the association’s professional development and continuing education efforts.
FPA is a leadership advocacy group supporting the professionalism of financial planners throughout the Valley, including the standards of the CERTIFIED FINANCIAL PLANNER® certification. The Greater Phoenix chapter has 345 members.