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Paula McMillan, CFP®, CPA/PFS, CGMA

Wealth Management Advisor

Greensboro, NC

336.230.1811

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Paula McMillan, CFP®, CPA/PFS, CGMA
  • Overview of Paula McMillan, CFP®, CPA/PFS, CGMA
  • Community Service
  • About Me

Overview

Education

Credentials & Professional Associations

Community Service

  • Board Member/Treasurer, Piedmont Classical High School
  • The Guild of Family Service of the Piedmont

About Me

Married to a general contractor and home inspector with a restoration and remediation business, Zach, and raising an eleven year old son, Zahn, Paula stays busy with family events outside of work. You will likely find her at her son’s soccer game or robotics practice, playing tennis with a good friend or on a run through the neighborhood on a given weekend.

With a love of real estate investing, a real estate broker’s license and a family with a long history in real estate, Paula particularly enjoys studying and comparing real estate opportunities. She enjoys employing the power of tax and depreciation strategies in real estate investing – as one asset class in a diversified portfolio.

Paula McMillan, CFP®, CPA/PFS, CGMA