Paula McMillan, CFP^®, CPA/PFS, CGMA

Wealth Advisor

Greensboro, NC | 336-230-1811

Overview

Paula is a Wealth Advisor Making the Complex Simple. In addition to in-depth one-size-fits-one planning with clients:

• Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more.

• Paula created two national AICPA podcast series - Retirement Readiness and Women and Wealth.

• A TEDx presenter on Retirement: Longevity and Security, Paula frequently delivers presentations to national, regional and local audiences on investing and financial life planning related topics.

Education

BS – Accounting, University of North Carolina at Charlotte

Credentials & Professional Associations

• Certified Public Accountant (CPA)

• CERTIFIED FINANCIAL PLANNER^® (CFP^®) practitioner

• Personal Financial Specialist (PFS)

• Certified Divorce Financial Analyst (CDFA^®)

• Certified Exit Planning Analyst (CEPA)

• Chartered Global Management Accountant (CGMA)

Volunteering

• AICPA ENGAGE Advanced Personal Financial Planning Conference Investment and Risk Management Committee Lead

• AICPA Personal Financial Specialist (PFS) Credential Committee Member

• Greensboro Estate Planning Council Board Member

• Society of Financial Service Professionals (SFSP) Board Member and Foundation Board Chair

• NCACPA Triad Women’s Initiatives Group Chair

• Plenteous Financial Forum Chair and Founder

• Women's Professional Forum Financial Divas Chair

Awards & Publications

WOMEN AND MONEY

• Women Taking the Reins: Financial Influence on the Move, AICPA

• Breadwinner Women: Sandwiched Between Career, Children and Caregiver, AICPA

• Women Navigating Divorce, Independence and Finances, AICPA 

• Widow Can Feel Like A Four Letter Word: Supporting the Surviving Spouse, AICPA 

• Women Breadwinners Bear Brunt, Feel Ill-Prepared, The Business Journal 

• Influence on the Move – Planning Nuances With Women, AICPA

RETIREMENT READINESS

• Retirement: Longevity and Security, TEDxGreensboro 

• Will Your Clients Have Enough to Retire?, AICPA

• What is the National State of Retirement?, AICPA

• Making Conversations Count: Integrated Financial Planning, AICPA

• Lessons from the 9th Hole: What Current Retirees Have to Say, AICPA

• The Cheapskate’s Guide to Retirement, Kiplinger 

SOCIAL SECURITY STRATEGIES 

• Top Seven Mistakes When Claiming Social Security Benefits, AICPA

• Social Security: Now or Later?, Kiplinger 

• Strategic Social Security and Medicare Planning Update: What You Need to Know in 2020, NCACPA 80th Annual Symposium 

FINANCIAL LITERACY

• Taxes: The Start of Your Financial Plan, AICPA