James Miller Email & Phone Number

Welcome. I am a Financial Independence Planner helping to make work optional for you in the future through fiduciary financial planning! I work with the globally minded, including expats (both Americans abroad and non-Americans living and working in the US) as well as cross border families (Families with mixed nationalities and/or assets subject to taxation in more than one national jurisdiction). Get a hold of me if you would like to learn more or schedule an introduction meeting with me without any cost or obligation!MY BACKGROUND Growing up as an expat myself, I saw first-hand the costs and opportunities of a global lifestyle and I knew I could really help people make the most out of their international adventures. International working, living and traveling can be extremely rewarding, and expensive. It also comes with a myriad of financial issues and risks most people don’t even realize. I love to help people make the most of living and traveling overseas. I started as a financial advisor right out of college almost 20 years ago. I have always loved the work of financial planning, but I became an advisor for Expats to partner with clients through their financial journeys without all the Wall Street speak that can be confusing, and frankly, unhelpful. I hold the Series 7 & 66 securities licenses as well as life, health, and variable insurance licenses. I also hold the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning.I like to think of my practice as a destination for the globally-minded to discover their financial potential. My clients don’t want to just get by, they want to thrive! I’m proud to say I have clients all around the world, and we meet when our travels cross paths or virtually when it’s convenient for them. Our partnership really is about maximizing the chances that they will achieve all the things that are important to them in life.Investment advisory services are offered through Golden State Equity Partners, LLC dba Baobab Wealth Management, an SEC-registered investment advisor.