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Rick Miller

CFP®, PhD
Sensible Financial Planning and Management, LLC
South Waltham, MA
Advice in your best interest, developed just for you, at a fair price.
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Meet Rick

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Introduction - Rick Miller
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Financial Planning - Rick Miller
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Investment Approach - Rick Miller
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Retirement Income - Rick Miller
Video Transcripts

Rick earned his Ph.D. in Economics at the University of Chicago. His studies included family economics and lifetime planning. He brings a particularly analytical and rigorous approach to the practice of both financial planning and investment advice.

As a business consultant, Rick specialized in financial services. His work regularly put him in contact with regulators, industry experts, and senior executives. He also saw financial product marketing from the inside.

At…

Rick earned his Ph.D. in Economics at the University of Chicago. His studies included family economics and lifetime planning. He brings a particularly analytical and rigorous approach to the practice of both financial planning and investment advice.

As a business consultant, Rick specialized in financial services. His work regularly put him in contact with regulators, industry experts, and senior executives. He also saw financial product marketing from the inside.

At Scudder Investments, Rick learned the inner workings of mutual funds first-hand and went on to develop a financial advice offering for Scudder. In the process, he scouted the market for the latest financial advice software tools.

With Sensible Financial® Planning, Rick ties together the threads of his professional career:

• An analytically rigorous approach to the practice of financial planning
• High quality advice tailored to your circumstances at a reasonable price
• Access to high quality, low cost financial products and services
• A commitment to help you choose among those products and services for your benefit

Rick is a CFP® certificant, and a member of both NAPFA, the National Association of Personal Financial Advisors, and the Financial Planning Association. In 2009, Rick served on the Trends in Financial Planning and Job Analysis task forces of The Certified Financial Planner Board of Standards. He is a strong advocate for the Life Cycle Planning and Investing approaches within the profession.

He has been quoted in the Boston Globe, businessweek.com, NPR’s Nightly Business Report, the Wall Street Journal, and other local and national media.


Services offered

Investment management
Financial planning
Retirement planning
College planning
Insurance management

Experience with

Medical professionals
Finance professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

PhD - University of Chicago
Bachelors - University of Chicago
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