Andrae Miller is a financial advisor who helps his clients with estate planning and building diversified investment portfolios. He started his career as an advisor with Merrill Lynch serving his clients needs. By presenting his clients with traditional and alternative investments, Andrae helps them invest like large institutional investors with a portfolio that is not completely tied to changes in the stock market.
Andrae’s philosophy is to work closely with his clients to match their planning behaviors with their goals. By educating his clients on their investment options he helps them to confidently make informed decisions.
In today’s volatile market, it’s important to have a proactive and informed advisor and Andrae prides himself on being just that.
Andrae lives in Lake Forest with his wife Carmen and their two children. He enjoys running, volunteering and has been practicing and teaching karate for over 23 years.
Andrae graduated from California State University, Fullerton in 1999 with a Bachelor of Science in Business Administration
He holds FINRA Series 7 and 66 registrations as well as California Life and Health Insurance licenses.