In 2008, I decided to launch a firm that could simplify the financial life of clients by managing and coordinating all their diverse and complex wealth needs.
As the 2025 Chair of CFP Board, the association that grants the CERTIFIED FINANCIAL PLANNER® mark, Liz Miller, CFP® CFA® has spent more than 15 years providing leadership to Summit Place Financial Advisors as well as the profession. Liz led the first Private Wealth Management committee at the CFA Society of NY, envisioning the emerging field of financial expertise needed to help clients holistically manage their entire wealth portfolios. For this leadership, she was honored with a Volunteer of the Year award and later served on the Board of Directors. Liz also served on the Wealth Management task force for CFA Institute, helping to further define wealth management and contributing to the initial wealth management curriculum for CFA candidates.
At CFP Board, Liz led the board of directors through a complete review of the requirements to earn the CFP® certification today, assuring that CFP® professionals have the expertise to provide comprehensive financial planning and wealth management while serving as a full fiduciary, putting their clients’ interests first in suggesting appropriate wealth strategies and solutions.
Liz’s career spans over thirty years, starting out in the M&A and Proprietary Trading groups for The First Boston Corporation; serving as an analyst and associate portfolio manager for Oppenheimer Mutual Funds; and leading the equity research efforts as a principal owner of the investment manager, Trevor Stewart Burton & Jacobsen Inc. in NYC.
Liz’s 2012 book, “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence,” is still relevant today, reflecting the firm’s commitment to a simplified approach to wealth that leads with a client’s goals. Liz is regularly quoted in the financial media and is a member of the editorial advisory board for Trusts and Estates Magazine. Liz also serves as Co-President of the Alumni Board of Governors for the Sphinx Senior Society of the University of Pennsylvania and is a member of the undergraduate advisory board for the New Jersey Institute of Technology. She is a member of the Financial Planning Association, the National Association of Personal Financial Advisors, CFA Society, and the Women Presidents Organization.
Liz has earned industry recognition, including most recently being named a Money’s Best Women Financial Planner in 2025, and a Money’s Best Financial Planner in 2024. Her insights are regularly featured in the media including BNN Bloomberg and Reuters.
Liz received a B.S in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University. Liz is the proud mother of grown twin daughters, and she and her husband reside in New York City with their almost fully grown Labrador retriever.
She is a CERTIFIED FINANCIAL PLANNER™ certificant and a CFA® charterholder.
You can reach Liz at liz.miller@summitplacefinancial.com
Listen to Liz discuss current trends in helping families manage their wealth for generations
Note: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
“I knew we had the right idea at Summit Place for helping multi-generation families when a client asked me to take care of their parents too, making it three generations of family advising.”