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Lance Millar, Cfp® Email & Phone Number
Managing Director, Partner | Private Wealth Advisor | Speritas Private Wealth Team
at
Ashton Thomas Private Wealth
1 work email found
@bostonprivate.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director, Partner | Private Wealth Advisor | Speritas Private Wealth Team
Location
San Francisco, California, United States
Who is Lance Millar, Cfp®? Overview
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Quick answer
Lance Millar, Cfp® is listed as Managing Director, Partner | Private Wealth Advisor | Speritas Private Wealth Team at Ashton Thomas Private Wealth, based in San Francisco, California, United States. AeroLeads shows a work email signal at bostonprivate.com and a matched LinkedIn profile for Lance Millar, Cfp®.
Lance Millar, Cfp® previously worked as Managing Director, Senior Wealth Advisor at Svb Private and Financial Advisor at Ubs. Lance Millar, Cfp® holds Bachelor Of Arts (B.A.), International Relations from University Of California, Davis.
Company email context
Email format at Ashton Thomas Private Wealth
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*@bostonprivate.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lance Millar, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lance Millar, Cfp®
Boston Private is now an SVB company. Learn more about the integration of Boston Private and SVB Financial Group, the parent of Silicon Valley Bank, at www.bostonprivate.com/svb.Together SVB and Boston Private are well positioned to meet and exceed your expectations of service and deliver the understanding, guidance and solutions to build your wealth and expand opportunities for generations to come. We offer a full spectrum of wealth, trust and banking services to give you the one trusted resource you need to simplify and strengthen your financial life.
Current workplace
Lance Millar, Cfp®'s current company
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6 roles · 29 years
Lance Millar, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director, Senior Wealth Advisor
CurrentProviding comprehensive financial advice to successful individuals, families and institutions.
2007 - Present
~19 yrs 6 mos
2005 - 2007
~2 yrs
2003 - 2005
~2 yrs
1999 - 2003
~4 yrs
Export Representative
Knauer Gmbh
Marketed and sold laboratory equipment for manufacturing firm.
1998 - 1999
~1 yr
1 education record
Lance Millar, Cfp® education
-
University Of California, Davis
FAQ
Frequently asked questions about Lance Millar, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lance Millar, Cfp® work for?
Lance Millar, Cfp® works for Ashton Thomas Private Wealth.
What is Lance Millar, Cfp®'s role at Ashton Thomas Private Wealth?
Lance Millar, Cfp® is listed as Managing Director, Partner | Private Wealth Advisor | Speritas Private Wealth Team at Ashton Thomas Private Wealth.
What is Lance Millar, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bostonprivate.com for Lance Millar, Cfp® at Ashton Thomas Private Wealth.
Where is Lance Millar, Cfp® based?
Lance Millar, Cfp® is based in San Francisco, California, United States while working with Ashton Thomas Private Wealth.
What companies has Lance Millar, Cfp® worked for?
Lance Millar, Cfp® has worked for Ashton Thomas Private Wealth, Svb Private, Ubs, Mv Transportation, and Access Services.
How can I contact Lance Millar, Cfp®?
You can use AeroLeads to view verified contact signals for Lance Millar, Cfp® at Ashton Thomas Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lance Millar, Cfp® attend?
Lance Millar, Cfp® holds Bachelor Of Arts (B.A.), International Relations from University Of California, Davis.
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