Rick Miller, Founder and Chief Executive Officer, Sensible Financial Planning
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This profile was last updated on 11/6/14 and contains information from public web pages and contributions from the ZoomInfo community.
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Founder and Chief Executive Offic...

Local Address: Cambridge, Massachusetts, United States
Sensible Financial Planning
203 Crescent Street Suite 108
Waltham, Massachusetts 02453
United States

Company Description: Sensible Financial provides annual rebalancing and reporting for investable assets over $75,000. Our minimum fee for this service is $750, payable upon report...   more
Background

Education

  • Ph. D. , Economics
    University of Chicago

Certifications

  • CFP
    CFP Board
57 Total References
Web References
Sensible Financial Planning
www.sensiblefinancial.com, 6 Nov 2014 [cached]
Rick Miller, Ph.D., CFP®, Founder Sensible Financial Planning
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Rick Miller, Ph.D., CFP®, Founder
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Rick Miller
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Rick Miller, Ph.D., CFP®, Founder
Rick earned his Ph.D. in Economics at the University of Chicago. His studies included family economics and lifetime planning. He brings a particularly analytical and rigorous approach to the practice of both financial planning and investment advice.
As a business consultant, Rick specialized in financial services. His work regularly put him in contact with regulators, industry experts, and senior executives. He also saw financial product marketing from the inside.
At Scudder Investments, Rick learned the inner workings of mutual funds first-hand and went on to develop a financial advice offering for Scudder. In the process, he scouted the market for the latest financial advice software tools.
With Sensible Financial Planning, Rick ties together the threads of his professional career:
...
Rick is a CFP® certificant, and a member of both NAPFA, the National Association of Personal Financial Advisors, where he serves as the program director for the Boston chapter and is on the faculty of NAPFA University, and the Financial Planning Association (in 2008, he served on the FPA Massachusetts Chapter Board). In 2009, Rick served on the Trends in Financial Planning and Job Analysis task forces of The Certified Financial Planner Board of Standards. He is a strong advocate for the Life Cycle Planning and Investing approaches within the profession, and frequently conducts professional seminars on those subjects.
He has been quoted in the Boston Globe, businessweek.com, NPR's Nightly Business Report, and other local and national media.
Discovering What’s Next - What We Do
www.discoveringwhatsnext.org, 9 Feb 2008 [cached]
Rick Miller, PhD, Founder and CEO, Sensible Financial, LLC, Cambridge, MA
Register for this free program by email: info@discoveringwhatsnext.com or call 617-796-1419
Attend the DWN Spring Forum - March 11th, 7:00 pm,
Sensible Financial Planning
www.sensiblefinancial.com, 23 Oct 2014 [cached]
Rick Miller, Ph.D., CFP®, Founder
Sensible Financial Planning
www.sensiblefinancial.com, 23 Oct 2014 [cached]
Rick Miller, Ph.D., CFP®, Founder
...
Rick Miller, Ph.D., CFP®, Founder
"Having a larger income stream of ...
www.newsoxy.com, 17 Oct 2013 [cached]
"Having a larger income stream of that sort is extremely valuable," says Rick Miller, a certified financial planner with Sensible Financial, in Waltham, Mass. Miller usually recommends that his clients delay to take advantage of this income stream of inflation-adjusted lifetime benefits.
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