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Kristina M

ChFC®, Series 66

Windsor, CO

CFO4Life

Kristina Miller is a financial advisor at CFO4Life with 7 years of industry experience. She holds the ChFC® designation and Series 66 license. Kristina has worked at Ausdal Financial Partners, INC since 2018 and has been with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models using equities, fixed income, and alternative investments, and employs mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Cash flow / budgeting Executive Founder/Business Owner
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