Wealth Manager
Current
Nov 2023 - Present
AeroLeads people directory · profile
Lance Miller, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional at Compass Wealth Management
at
Compass Wealth Management
1 work email found
@compasswm.net
1 phone found area 706
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ professional at Compass Wealth Management
Location
Atlanta, Georgia, United States
Company size
Who is Lance Miller, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lance Miller, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional at Compass Wealth Management at Compass Wealth Management, a company with 5 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at compasswm.net, phone signal with area code 706, and a matched LinkedIn profile for Lance Miller, Cfp®.
Lance Miller, Cfp® previously worked as Wealth Manager at Compass Wealth Management and Financial Planner at Compass Wealth Management. Lance Miller, Cfp® holds Bachelor Of Science In Business Administration (Concentration In Management), Business Administration And Management, General from Emmanuel College Ga.
Company email context
Email format at Compass Wealth Management
This section adds company-level context without repeating Lance Miller, Cfp®'s masked contact details.
*@compasswm.net
71% confidence
AeroLeads found 1 current-domain work email signal for Lance Miller, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lance Miller, Cfp®
CERTIFIED FINANCIAL PLANNER™ professional focusing on comprehensive financial planning. Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm serving corporate executives, business owners, and retirees. Member of NAPFA & FPA.
Listed skills include Paraplanning, Communication, Marketing, Budgeting, and 1 others.
Current workplace
Lance Miller, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Compass Wealth Management
5 roles
Lance Miller, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Jan 2021 - Nov 2023
Client Service Director
Jun 2020 - Jan 2021
Assistant Athletic Director For Communication
Jun 2017 - Jun 2020
Financial Advisor
Jun 2016 - Jun 2017
2 education records
Lance Miller, Cfp® education
Bachelor Of Science In Business Administration (Concentration In Management), Business Administration And Management, General
Certified Financial Planner™ Certification Education Program
FAQ
Frequently asked questions about Lance Miller, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lance Miller, Cfp® work for?
Lance Miller, Cfp® works for Compass Wealth Management.
What is Lance Miller, Cfp®'s role at Compass Wealth Management?
Lance Miller, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional at Compass Wealth Management at Compass Wealth Management.
What is Lance Miller, Cfp®'s email address?
AeroLeads has found 1 work email signal at @compasswm.net for Lance Miller, Cfp® at Compass Wealth Management.
What is Lance Miller, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 706 for Lance Miller, Cfp® at Compass Wealth Management.
Where is Lance Miller, Cfp® based?
Lance Miller, Cfp® is based in Atlanta, Georgia, United States while working with Compass Wealth Management.
What companies has Lance Miller, Cfp® worked for?
Lance Miller, Cfp® has worked for Compass Wealth Management, Emmanuel College, Inc., and Edward Jones.
Who are Lance Miller, Cfp®'s colleagues at Compass Wealth Management?
Lance Miller, Cfp®'s colleagues at Compass Wealth Management include Claire H..
How can I contact Lance Miller, Cfp®?
You can use AeroLeads to view verified contact signals for Lance Miller, Cfp® at Compass Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lance Miller, Cfp® attend?
Lance Miller, Cfp® holds Bachelor Of Science In Business Administration (Concentration In Management), Business Administration And Management, General from Emmanuel College Ga.
What skills is Lance Miller, Cfp® known for?
Lance Miller, Cfp® is listed with skills including Paraplanning, Communication, Marketing, Budgeting, and Financial Planning.
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