Joe Miller is an accomplished and experienced financial planning executive with over 30 years of expertise in the industry. He has a distinctive set of experiences including regulatory business oversight, FinTech, and engagement with the CFP Board. Miller studied Applied Economics and Business Management at Cornell University, CFP Professional Education Program at College for Financial Planning, SIMFA Securities Industry Institute at the University of Pennsylvania - The Wharton School, and CIMA-IMCA Certified Investment Management Analyst Program at the University of California, Berkeley, Haas School of Business.

Miller has a successful career history with several notable companies, including MissionSquare Retirement, where he held the position of Head of Retail Retirement. Before that, he was the Chief Operating Officer at Envestnet MoneyGuide, Wealth Executive Director for Wealth Planning/Senior Vice President at BB&T, Head of Financial Planning/Senior Vice President at U.S. Bank, Head of Practice Management/Vice President at MoneyGuidePro® Created by PIEtech, Inc., Executive Director, Wealth Planning Global, Head of International Locations APAC and Americas, Executive Director, Wealth Planning US at UBS, Vice President, Financial Planning Business Development at Citicorp Investment Services, Director of Financial Planning/Manager of Client Relations at Financial Planning Associates, Inc and Asset Allocation Securities Corp, and Silver Team Financial Planner at Ameriprise Financial Services, Inc. (IDS Financial Planning Services).

He has a strong background in FinTech, including financial planning software, integrations, and data, and developing firm-wide ecosystems that encourage clients and advisors to collaborate. Miller is adept at driving revenue, managing expenses across multi-million-dollar capital expenditures and business line budgets, driving customer satisfaction and loyalty, and driving adoption and utilization of financial planning engagement platforms. As a strong and effective leader, he inspires and motivates others to adapt, be agile, resilient, and work collaboratively, bringing together individuals and businesses from across an organization.