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Megan Miller, CFP® CDFA®

Chief Investment Officer, Wealth Manager

Megan Foster Miller

As Chief Investment Officer, Megan oversees investment selection, monitoring and ongoing portfolio maintenance. She is the chair of the Investment Committee as well as a member of the marketing and public relations team. Megan is a Wealth Manager at Harbor where her duties include preparation of financial plans, managing investment portfolios as well as advising clients on their various planning needs. Additionally she assists with general oversight of daily operations and efficiencies within the firm’s day to day operations.

Megan joined Harbor in 2012. After graduating from the University of San Diego with a Bachelor degree in Finance, Megan worked as a stock broker at Charles Schwab for two years before joining Harbor. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Divorce Financial Analyst accreditation.

Outside of work she enjoys traveling; her favorite trip so far was a boating adventure around the Galapagos Islands. She also enjoys skiing, photography and scrapbooking as well as spending time with her husband Brett, friends and family. Much of her and Brett’s time is spent tiring out their energetic black lab, Tank.

moc.puorglaicnanifrobrah@nagem
303.872.2393

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