About Millar Financial
Meet Chris
Background
Since 2014, Chris has been a financial advisor based in North Scottsdale. He has spent the last 11 years devoted to helping his clients pursue their financial goals and creating robust investment strategies for them. He is dedicated to helping both individual investors and business owners in the community and constructing portfolios personalized to their unique situations.
How He Works With His Clients
Chris’ approach to working with clients is built on transparency, genuine connections, and forward-thinking ideas. He continuously adapts his financial strategies to navigate the ever-changing landscape of today’s fast-paced world. He focuses on designing plans that strive to withstand market volatility. By understanding the priorities of his clients, Chris is able to deliver a clear roadmap to pursue their most important financial objectives.
He helps his clients see that investing isn’t just about stocks, bonds, and mutual funds but is about creating financial security for themself and those they care about. He believes that education, consistent communication, and exceptional client service are the key ingredients to empowering clients with the resources necessary to make informed decisions.
What He Specializes In
Chris specializes in personal finance, self-employment retirement plans, small business and large company retirement plans, annuities, estate planning, wealth transfers, long-term care, and life insurance. Additionally, he offers complimentary portfolio reviews and consultations.
Chris holds through LPL the following registrations and licenses: Series 7 – General Securities Representative; Series 66 – Uniform Combined State Law Examination; Arizona Life and Health Insurance Producers License
Ready To Achieve
Your Goals?
If you're in search of a financial advisor in North Scottsdale who genuinely cares about your financial future, schedule a complimentary consultation with Chris at 480-500-9861. He's eager to learn more about you and your goals.
The Team
At Millar Financial, we understand that achieving financial success for your family, business, and long-held goals requires more than just expertise in numbers. Our firm is dedicated to delivering personalized communication and genuine understanding. We go beyond just the traditional charts, graphs, and analyses.
We recognize that you’ve worked hard for your money and we appreciate the blood, sweat, and tears behind every dollar you’ve earned. Our approach begins with taking the time to understand your life, aspirations, and specific needs. We don’t only focus on your balance sheet. By fostering meaningful relationships built on transparency and empathy, we aim to provide strategies that truly align with your life and goals.
Let us be your dedicated partner to guide your financial future where you want it to go.
Chris Millar
Financial Advisor & Founder of Millar Financial
Audrey Koomar
Marketing & Operations Manager