View in portrait for best experience

Christi Miller

Senior Client Service Manager

CRPC™, FPQP®

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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

VIEW ALL ARTICLES

Let’s make every moment count together…