Paula_McMillan

Paula McMillan CPA/PFS, CFP, CGMA

Wealth Advisor, Stearns Financial Group

Paula McMillan, CFP®, CPA/PFS, CGMA is a recognized thought-leader in navigating retirement readiness [https://plenteousfinancial.com/retirement-readiness/] and the unique financial challenges of women. [https://plenteousfinancial.com/women-and-money/] Specifically, Paula's passion is helping people balance living a desired lifestyle today with accumulating the savings needed for tomorrow through maximizing their financial position. She helps people answer the questions "Do I have enough? What strategies can I employ to have more?" Paula primarily does this through collaborating with individuals, couples and families to create customized financial plans and investment strategies as a Senior Financial Advisor with Stearns Financial Group. An active leader in her profession, Paula is the Investment Subcommittee Lead on the AICPA Advanced Personal Financial Planning Conference Committee, a member on the AICPA Personal Financial Specialist (PFS) Credential Committee, on the Society of Financial Service Professionals Board, and their Foundation Board Chair. To advocate for the unique savings challenges faced by women, Paula founded and chairs Plenteous Financial Forum and the NCACPA Triad Women's Initiatives Group. Paula is also on the Greensboro Estate Planning Council Board and a NAPFA member. Paula has been published and quoted in national and local publications, including CNBC, US News & World Report, The Tax Adviser, Journal of Accountancy, Kiplinger's, The Business Journal, How Stuff Works and more. Additionally, she created two national AICPA podcast series on retirement planning and women and wealth and is a TEDx presenter on the topic of Retirement: Longevity and Security. Furthermore, Paula regularly delivers presentations to national, regional and local audiences on financial life planning related topics.

Appearances