I’m Kim Miller, Director of Operations and Client Liaison at Ted Buchan & Company in San Diego, CA. I partner in building the firm and focus on delivering organized, responsive support as clients plan for major financial milestones. My day-to-day work emphasizes clear communication and steady coordination so each planning conversation stays practical and goal-oriented. I’m especially focused on college planning and retirement support, and I help keep investment discussions aligned with those priorities. I take pride in being a reliable point of contact throughout the planning process.

• College Planning
• Investments
• Retirement

I am licensed in California, with my current license on file through February 25, 2026.