Our Qualifications

 

Carole Bojan Miller, Principal


Carole Bojan Miller, principal of Carole Bojan Miller, Inc., holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional credentials. These credentials designate achievement of the highest levels of professional financial planning certification available.

As a professional financial planner for 26 years and a registered investment advisor, Carole Bojan Miller brings to clients a well-rounded knowledge of the financial planning field, as well as an understanding of the expectations and needs of clients as individuals. Ms. Miller specializes in retirement planning for small businesses and individuals and asset management. She provides her clients with experienced analysis and recommendations to help them make the most of their investment portfolios today, and for the future.

Ms. Miller has written articles on a wide variety of financial subjects for financial magazines and professional publications. She also conducts financial and investment seminars and workshops, and helped to establish a seminar series called "Financial Fitness Workshops" for a client association.

In addition to retaining ongoing professional relationships with her client base, she also remains active in many professional and community associations, including:
 


  • Member of the Financial Planning Association of the East Bay
     
  • Member of the Society of Financial Service Professionals
     
  • Member of the Estate Planning Council of Diablo Valley
     
  • Long standing member of the Walnut Creek chapter (24/680) Soroptimist International
     
  • Member and former Treasurer of the East Bay San Francisco Opera Guild




Charles Putney, Associate


Charles Putney is the principal associate of Carole Bojan Miller, Inc. A Certified Financial Planner™ Professional, Mr. Putney is a member of the Institute of Certified Financial Planners, a member of the Registry of CFP Practitioners and the National Association of Philanthropic Planners. Mr. Putney is a specialist in tax planning, retirement planning, and estate preservation, in addition to having additional expertise in business planning.

Mr. Putney is an Enrolled Agent with the National Association of Enrolled Agents, and is recognized to practice before the Internal Revenue Service at every administrative level. A registered principal of LPL Financial, he also is the founder and principal of Putney-Financial Advisors.

At Putney Financial Advisors, Mr. Putney serves clients as their Personal Chief Financial Officer (Personal CFOSM), coaching and guiding them towards their individual financial goals. Financial Planing is a lifetime process, and as a client’s Personal CFO, clients are guided to address three fundamental objectives:

  • Avoiding costly mistakes.
     
  • Pursuing their financial goals.
     
  • Pursuing financial comfort.
     

As a valued associate of Carole Bojan Miller, Inc., Mr. Putney brings clients specialized expertise and a perspective on investing and planning that adds value to client financial planning.


Put Our Expertise to Work for You


At Carole Bojan Miller, Inc., we value our client relationships, and always strive to call on our experience and qualifications to help clients fulfill their financial goals. If you are in need of financial planning services, please give us a call, or e-mail us. We look forward to meeting with you soon!

Click here to find out how Carole Bojan Miller, Inc. can add value to your financial planning.