Christi Miller enjoys the long-standing relationships she develops with her clients and their families while providing them with continued ‘Raving Fan’ service as a Senior Client Service Manager on the Finerty Team at Moneta.
Christi graduated from Hickey College, obtained her Financial Paraplanner Qualified Professional™ (FPQP) designation in 2001 and began her career at Moneta in 2003.
She values the vast knowledge base and many areas of expertise represented by her team. She has seen growth and changes at Moneta during her multiple decades with the firm, but strongly believes the core values remain. First and foremost, Moneta and her team are focused on putting clients first.
Outside of work, Christi and her husband enjoy volunteering at their church, restoring and showing classic vehicles together, kayaking, and spending time with their two adorable dachshunds.
- Chartered Retirement Planning Counselor™
- Financial Paraplanner Qualified Professional™
