Specialties
About Me
Let's turn your financial goals into achievable plans.
Megan Mills is a CERTIFIED FINANCIAL PLANNER ™ practitioner who is passionate about helping individuals and families achieve their financial goals. With a strong educational background and years of experience in the field, Megan is committed to providing financial guidance and building lasting relationships with her clients. While pursuing her MBA, Megan dove into the world of personal finance to educate herself but soon realized the information she learned could be paired well with her passion for helping others. Her journey in the world of financial planning began in 2017, and since then, she has been assisting clients in navigating the complexities of personal finance.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP®, ChFC, MBA
Chartered Designations
What do these credentials mean?
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Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.