Michael T. Miller

Experience

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  Deloitte & Touche Tax

  Jan 1996 - Dec 2001

  Senior Manager

  I was the Corporate Sponsored Financial Planning Leader, responsible for delivering business development and managing comprehensive financial, tax and investment planning to executives of General Motors and other major companies. I coordinated Deloitte's transitionary financial counseling services including staffing and management of engagements. I was a team member that crafted the financial planning deliverable for Deloitte Partners and rolled out the engagement on a national basis.

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  Self Employed

  Jan 2002 - Jan 2007

  Wealth Management Strategist

  Delivered comprehensive financial planning implementing uncommon strategies. Networked with CPA firms to offer financial planning to their higher net worth clients.

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  Sigma Financial Corporation

  Aug 2007 - now

  I support Financial Professionals from a comprehensive financial planning and wealth planning perspective to drive quality revenue in their respective practices. With over 45 years as a CPA/PFS, CFP, CLU, ChFC, AIF, I bring a unique experience to Financial Professionals. Having led Deloitte's Corporate Sponsored Financial Planning Practice, no client is too large having delivered financial, tax and investment advisory to the ultra high net worth. Having earned accreditations in Tax and Financial Planning,I bring analytical skills to deliver unique problem solving. Having worked in the Big Four Accounting world, I have learned and established a solid foundation to communicate potential solutions even in the most complex situation. With the blend of finanial, tax, and investment planning, I can bring a unique wealth management experience. Show less I conduct due diligence on alternative investments primarily in non-traded REITs and BDCs, partnerships in oil and gas and real estate, managed futures, hedge funds equipment, private equity and other advanced investment concepts. I lead the investment committee to discuss new investment opportunities, address current risks, identify solutions and implementation of preferred strategies. Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation or Sigma Planning Corporation. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements. Show less

  • Senior Wealth Planning Consultant

    Jan 2020 - now

  • Due Diligence Officer/Wealth Planning Consultant

    Aug 2007 - now