Megan M. Miller, EA

Associate Wealth Advisor

With over 15 years of experience in tax planning and compliance, financial planning, and wealth management, Megan brings a seasoned and thoughtful approach to guiding high-net-worth individuals, couples, and families -- particularly those in their 30s to 50s -- as they navigate the evolving complexities of mid-life.

Her specialties include:

Financial and pre-retirement planning

Tax planning and minimization

Inheritance planning and management

College funding strategies

Comprehensive coordination of mid-life financial decisions

After earning her BA in Economics from UCLA, Megan began her career at PwC, advising employees of Fortune 500 companies. She later transitioned to Northern California, where she worked closely with business owners, tech professionals, and venture capitalists at BFBA LLP and Apercen Partners.

At Towerpoint Wealth, Megan acts as a legal fiduciary, committed to helping clients align their financial lives with their values and goals. She excels at creating clarity and strategic direction for those balancing career success, family needs, and long-term planning.

Outside of the office, Megan is passionate about travel, hiking, and exploring Sacramento’s food scene. Her most recent adventure took her to Slovenia and Croatia, where she fell in love with the stunning landscapes, top notch olive oil and the relaxed Mediterranean lifestyle. She and her husband, Nicholas—married for nearly a decade—share their love of the outdoors with their beloved Doberman-mix, Dobby.