Senior Retirement Plan Consultant
Michael Miller is a Senior Retirement Plan Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Michael has been helping employers improve upon and maintain the integrity of qualified and non-qualified plans for their employees for over 10 years. He develops strategies and delivers solutions to solve plan design and communication challenges for his clients. Common non-qualified plan projects consist of appropriate funding mechanisms and cost analysis, while qualified plan projects range from simple plan design issues to complex fiduciary education seminars. Before joining PFE, Michael was the Executive Director – Investments of the San Francisco Corporate Services Group at Oppenheimer & Co. Prior to that, he was Vice President – Investments at UBS PaineWebber.
Michael holds a B.A. from the University of California at Berkeley, is an Accredited Investment Fiduciary (AIF), and a Certified Retirement Plan Specialist (CRPS).