Duncan Rolph, Cfp®
About Duncan Rolph, Cfp®
Duncan Rolph, CFP®, is the Managing Partner and Owner of Miracle Mile Advisors LLC, where he has worked since 2011. With a background in wealth management and a focus on innovative tax solutions, he provides personalized services to clients in the Greater Los Angeles Area.
Work at Miracle Mile Advisors
Duncan Rolph serves as the Managing Partner and Owner at Miracle Mile Advisors LLC, a position he has held since 2011. In this role, he utilizes a multi-family office structure to provide personalized and high-touch service to clients. His focus includes innovative solutions for capital gains and income tax mitigation, as well as strategies involving solar tax benefits and opportunity zones. Rolph's expertise is directed towards catering to the unique needs of founders and owners, ensuring that their wealth management strategies are comprehensive and effective.
Previous Experience at Convergent Wealth Advisors
Prior to his current role, Duncan Rolph worked as Managing Director at Convergent Wealth Advisors from 2008 to 2011. During his three years in this position, he contributed to the firm's wealth management services in the Greater Los Angeles Area. His experience at Convergent helped to shape his approach to personalized financial advising, focusing on the specific needs of high-net-worth clients.
Educational Background
Duncan Rolph completed his Bachelor’s Degree with honors at Northwestern University from 1991 to 1995. He later pursued an MBA at The University of Chicago Booth School of Business, where he studied Finance and Corporate Strategy from 1998 to 2002. His educational background provides a strong foundation for his expertise in wealth management and financial advisory services.
Specialization in Wealth Management
Duncan Rolph specializes in providing innovative solutions for capital gains and income tax mitigation. His areas of expertise include stock option strategies, incentive plans, and charitable strategies, such as donor-advised funds and private foundations. He emphasizes next-generation involvement and education as integral components of effective wealth management strategies.
Recognition as a Wealth Advisor
Duncan Rolph has been recognized as a top-ranked Barron's Wealth Advisor, highlighting his proficiency in catering to the needs of founders and owners. This recognition underscores his commitment to delivering high-quality financial advisory services and his ability to navigate complex financial areas effectively.