A. Mari Miller, Esq.
PRESIDENT, INVESTMENT ADVISOR ASSOCIATE
Mari Miller is the Chief Compliance Officer and has been providing personal investment advisory and wealth management services to CPI clients since 1994. She is also an estate planning attorney and founded her own estate planning practice in 1995. Mari is a graduate of the University of California, Hastings College of Law, where her studies emphasized Estate Planning. She also earned a Bachelor of Science Degree in Business Administration with an emphasis in Finance from California State University, East Bay. She is a Notary Public for the State of California. Mari is also a member of the Estate Planning, Trust, and Probate Law section of the State Bar of California, the Contra Costa Bar Association, and Tri-Valley Estate Planning Association. On her free time, Mari enjoys cooking, hiking, the beach, wine tasting, volunteering for her sons' Local Cub Scout pack, and spending time with her family.