Lance Millar is a Senior Client Advisor in Boston Private’s San Francisco office. He works closely with each client to protect and grow their wealth in a manner they’re comfortable with, while helping them make better decisions about money. Through comprehensive financial planning, portfolio construction and risk management, he aims to bring clarity, structure and peace of mind to his clients.
He has 12 years of experience working with successful individuals, families and organizations in designing, implementing and maintaining investment portfolios allocated for long-term success. Lance has held client advisory positions with UBS, Wachovia and Banyan Partners.
As a believer in “Goals-Based Investing,” Lance feels that the real value in working with an Advisor lies in helping each client become fully-invested, financially, mentally, and emotionally, which reduces the chances of fear and greed dictating decisions about money.
Lance received a Bachelor of Arts degree in International Relations from the University of California, Davis and holds a Series 66 license. Born in Portland, Oregon, he grew up in Northern California and has lived in Southern California, Arizona, Florida and Berlin, Germany. He enjoys tennis, golf and cycling, as well as supporting his daughters’ volleyball tournaments and theater events.
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