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Paul Miller, Financial Advisor serving the Bend, OR area - Ameriprise Advisors

Paul Miller

MBA, CLTC®, APMA®

Financial Advisor

AGP Wealth Advisors
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Interests

I enjoy being active. I am part of several local tennis teams. Eastern Oregon is one of my favorite destinations because of the scenery and the varitey in outdoor activies such as walking, biking, and spending time by the river.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2010, 2011, 2012
  • "Protect. Grow. Give.", Riversource Life Insurance Company, 2011
  • Ameriprise Diamond Ring Club, 2012

Qualifications

  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A., Pepperdine University, 1981
  • M.B.A., University of San Diego, 1984

Community participation

  • Metropolitan Family Service