Jeff Miller’s Background
CA license #0584749
Education
* *B.A. in Business from Vanguard University
* Postgraduate work in Employee Benefits through the Wharton School of Business.
Financial Background
Former certified tax preparer.
Nearly 30 years in Financial Services, including insurance and until recently, securities.
Primary work in the Employee Benefits field.
Purchased multiple properties, taken out numerous mortgages, helped settle estates and brings to the table a wide mix of financial experience.
Taught classes, seminars and worked one on one with numerous individuals in the financial planning arena.
Long-term goal is to sit for the CFP (certified financial planner) exam.
Community Service
Served on several non-profit boards and is a past president of the Agents and Brokers Association. Currently serves as board Chair for Redwood Family Institute, a counseling agency in Humboldt County.
Speaks before Chamber of Commerce’s, Rotary Clubs, Associations, Churches and other service groups on a variety of topics including, self motivation, changing core beliefs, financial and insurance issues as well as legislative reforms.
My Life Philosophy
My wife and I spent the first several years of our adult life near poverty. I had a Business degree but lacked other, even more important qualities that were necessary in order to bring about financial success.
Three keys to success
Life has taught me that it that it takes a coming together of three key aspects to create a happy and successful life. These are spiritual, emotional, and financial. All three require a personal commitment. These three create a synergy which catapults us into the best life has to offer. Interestingly, the financial component is the least important of the three, but success in the financial area comes as the first two areas are worked out in a person’s heart.
Some can achieve a level of financial success without health in these other two areas. However, observation tells me that for most of us, it becomes a “ticking time bomb” under a “house of cards.” For instance,
I have had friends who tied their self worth to their money only to watch it come crashing down in a market correction or some other unforeseen challenge of life. Others discovered that money didn’t solve how lonely or empty they felt.
Life doesn’t have to be this way. There is way to have spiritual, emotional and financial peace that rewards us, not with not perfect lives, but satisfied and happy lives. When we apply certain principles financial success falls into place.
Email or call me if you want to visit more personally about these things.