Myles German, CFP^{®
Retirement Planning Specialist}

Myles German, CFP^®, was born in Brooklyn, NY.  Hard work, saving money and investing has been Myles’ passion since childhood.  At age 13, he delivered newspapers, later he worked summers as a bus boy and during college he operated vending routes.  His high scholastic grades earned him a full tuition scholarship to The Cooper Union, where he obtained a Bachelor’s and a Master’s Degree in Civil Engineering.  He worked as a bridge design engineer for eight years, and was a licensed Professional Engineer.  He also worked nights and weekends as a home inspector, helping hundreds of people make good decisions on their largest investment.

Miles recently completed the course work for a Wharton Certificate in Retirement Planning.

All of his hard work paid off.  His success and passion for helping people making sound financial decisions led him to a career with AXA Advisors, LLC.  Myles resides in Boca Raton, FL with his wife Shari and daughter Beth.
 

The CERTIFIED FINANCIAL PLANNER^TM designation means Myles has the knowledge, ethics, and the experience to help you develop your financial plan.  He is also an MDRT (Million Dollar Round Table) qualifying member, an achievement less than 1% of the industry qualifies for.  MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.  In addition, he has qualified for the company's Top Club, an honor bestowed on the company's best professionals and was a 2003 and 2004 Agency Leader.  Active in the industry, Myles is a member of the National Association of Insurance and Financial Advisors.  Committed to professional education, Myles takes several advanced courses and other training programs throughout the year to keep up on the ever-changing financial environment. 

Myles has Engineered plans for hundreds of people, helping them get on the path to achieve their financial goals.  He has conducted numerous financial workshops on a broad array of topics, such as, retirement and investment planning, estate planning*, business continuation planning, college planning, and long term care planning.  Myles works with other advisors such as CPA’s and attorneys to help clients see their plan through to completion.

Helping individuals and businesses keep their financial promises to their families and employees is a commitment that Myles made a long time ago, and everything he does in his practice serves to uphold that commitment.  Myles views each client as a unique individual with specific financial needs. He works with clients as a team to help clarify their financial goals, so that he can offer the most appropriate possible support, advice and strategies needed to help them achieve those goals.  His integrity and commitment to excellence and passion in all that he does are your assurance of the highest standard of service.

*Funded through the use of life insurance and other financial products.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.