Shane Miller
WPWealth Partner
Shane Miller is a Certified Financial Planning professional (CFP), a Chartered Retirement Plan Specialist (CRPS), holds a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, Group 1 License – Texas Department of Insurance.
Shane Miller
WPWealth Partner
Shane Miller is a Certified Financial Planning professional (CFP), a Chartered Retirement Plan Specialist (CRPS), holds a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, Group 1 License – Texas Department of Insurance.
He serves clients in the areas of wealth management, veterinary medicine, estate planning, risk management services, asset protection, insurance services, and comprehensive financial planning.
Professional Affiliations
Member, Financial Planning Association (FPA)
Member, Fort Worth Business & Estate Council
Member, CFP Certification Ambassador
Member, Dallas Business & Estate Planning Council
Member, TCU Young Alumni Board
Member, Christ Chapel Manpower Service Group
Alumni, SMU Financial Planning CAPE
Member, Vision Fort Worth
Award Recipient, Dallas Business Journal’s People on the Move
Board Member, Neeley School of Business Young Alumni Board
Board Member, Junior Achievement of Fort Worth Board
Visionary of the Year, Leukemia Lymphoma Society (2022)
Professional Certifications
- Certified Financial Planning professional (CFP®)
- Chartered Retirement Plan Specialist (CRPS®)
- Series 63 License – Investment Advisor Representative
- Series 65 License – Uniform Investment Adviser Law
- Group 1 License – Texas Department of Insurance
Education
- B.B.A. in Entrepreneurial Management, Texas Christian University