Alex Miller, CFP®

Inspirer
DISC Type : di

Wealth Planner at Canvas Wealth Advisors

Overland Park, Kansas, United States

Overview

Alex is a CERTIFIED FINANCIAL PLANNER® and Wealth Planner at Canvas Wealth Advisors, specializing in comprehensive financial strategies. A Kansas State University alumnus and a board member for the FPA of Greater Kansas City, colleagues have described him as detailed, entrepreneurial, and a creative problem-solver.

Outside of work, Alex enjoys spending time with his wife, family, and friends. An avid Kansas City sports fan, he also enjoys playing golf. His passion for financial literacy started in college where he counseled his peers on managing debt and credit.

He began his financial planning career while still in college by providing free financial counseling on student loans and debt management to his fellow students.

Personality Overview

Generous

Charming & Persuasive

Confident & Optimistic

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Student Debt
Began his career counseling students on debt at Kansas State University and shares information on topics like federal student debt relief plans.
Holistic Wealth Planning
As a CERTIFIED FINANCIAL PLANNER®, he focuses on comprehensive strategies covering retirement, investments, tax, and estate planning for his clients.
Advancing Financial Planning
Serves as a board member for the Financial Planning Association of Greater Kansas City and is passionate about networking with and learning from other industry leaders.

Media Appearances

Alex has no verified media appearances

Work History

7-2025
Wealth Planner at Canvas Wealth Advisors
9-2024
FPA of Greater Kansas City Board Member at Financial Planning Association (FPA)
3-2023 - 7-2025
Financial Planner at Creative Planning
1-2022 - 3-2023
Paraplanner at Creative Planning
2-2021 - 12-2021
Peer Financial Counselor at Powercat Financial at Kansas State University

Education

2018 - 2022
Bachelor's degree from Kansas State University
2014 - 2018
Education details unavailable from Blue Valley North High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : Overland Park, Kansas, United States Job Level : N/A Designation : Wealth Planner at Canvas Wealth Advisors
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Alex

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Alex take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Alex

Personality Compatibility


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