Zachary Miller, Clu®, Cltc®
About Zachary Miller, Clu®, Cltc®
Zachary Miller is an insurance professional serving as Vice President at Charlap & Miller, Inc. and working with MassMutual Greater Philadelphia and MassMutual Financial Group in Bala Cynwyd, PA.
Current Roles
Zachary Miller holds multiple significant roles in the insurance and financial services industry. He currently serves as Vice President at Charlap & Miller, Inc. based in Bala-Cynwyd, Pennsylvania. In addition, he works as an Insurance and Financial Services Professional with MassMutual Greater Philadelphia and as an Insurance Professional with MassMutual Financial Group. These positions allow him to provide a wide variety of financial products and services to his clients, including life, disability income, and long-term care insurance.
Professional Experience
Zachary Miller has accumulated diverse professional experience over the years. He started as a Strategy Intern at Finch Brands in 2011, where he worked for three months. In 2012, he served as an Intern at The Cline Group for two months. His extensive background in both strategic roles and the insurance industry provides a unique blend of experience that benefits his current clients.
Educational Background
Zachary Miller has a varied educational background. He studied Marketing and achieved a Bachelor's of Business Administration from the University of Wisconsin-Madison, graduating in 2011 after four years. He also holds a Bachelor of Business Administration (B.B.A.) from City, University of London, completed within a year. Furthermore, Zachary has undertaken extensive studies in Talmudic Studies from three different institutions: Machon Yaakov, Shapell's/Darche Noam, and The yeshiva gedolah of five towns.
Industry Certifications
Zachary Miller's expertise is further validated by his industry certifications. He holds the Chartered Life Underwriter (CLU®) designation, a respected credential that highlights his proficiency in the insurance and financial services sector. Additionally, he has earned the Certification in Long-Term Care (CLTC®), which demonstrates his specialized knowledge in long-term care planning.
Financial Planning Services
In his professional roles, Zachary Miller offers a wide range of financial planning services. These services include life insurance, disability income insurance, and long-term care insurance. His expertise is particularly focused on helping clients prepare for significant life events such as retirement and college. With a promise of enhanced attention, insight, and capability, Zachary aims to meet his clients' financial goals and estate strategies through a combination of experience and professionalism.