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Clutter-Free Wealth Hardcover – September 15, 2012

5 out of 5 stars 2 customer reviews

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Editorial Reviews

About the Author

Liz Miller founded Summit Place Financial Advisors to offer personalized asset management and financial consulting. She received her B.S. in economics from the acclaimed Wharton School at the University of Pennsylvania and an M.A. from Columbia University. Liz started her career on Wall Street as a mergers & acquisition analyst in the mid 1980s. In the 1990s, she became a portfolio manager of mutual funds. After discovering her passion to work more closely with individual investors, she joined a boutique investment firm in New York City where over 15 years, she became a principal owner and led the firm s equity research activities and stock selection of the investment committee. She holds the Chartered Financial Analyst designation from CFA Institute and the Certified Financial Planner designation. Liz has been a member of the Board of Trustees for the New York Society of Security Analysts and has served as a judge for the prestigious Investment Research Challenge. Previously, she served on the Private Wealth Advisory Committee for CFA Institute where she and others provided global leadership in identifying the industry s priorities and setting an educational agenda for private wealth professional excellence. Liz was recently named one of the Top Women Entrepreneurs for 2012 by Own It Ventures as seen in New Jersey Monthly Magazine.
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Product Details

  • Hardcover: 128 pages
  • Publisher: Booktiq (September 15, 2012)
  • Language: English
  • ISBN-10: 0985568402
  • ISBN-13: 978-0985568405
  • Product Dimensions: 9.1 x 6.2 x 0.8 inches
  • Shipping Weight: 1.1 pounds (View shipping rates and policies)
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (2 customer reviews)
  • Amazon Best Sellers Rank: #1,426,120 in Books (See Top 100 in Books)

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Top Customer Reviews

Format: Kindle Edition Verified Purchase
Excellent book. Ms. Miller provides practical advice and strategy to wealth-planning. It's also a quick read. The anecdotes and snippets into her clients' experiences adds tangible perspectives for the reader. Hopefully she'll write another book as a follow up in the near future.
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Format: Hardcover Verified Purchase
Clutter Free Wealth. An easy to understand book about how to organize your finances and being prepared for your family's financial future.
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