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Our Qualifications

Our Qualifications

At Milestone Planning Group we provide the combine sophisticated, broad financial planning coupled with targeted, specific advice.

Carl Mitlehner is a Certified Finanical Planner^®(CFP^®) practitioner and holds a Masters of Science Degree in Financial Services (MSFS). Specialized designations include Chartered Divorce Financial Analyst (CDFA), Certified Employee Benefits Specialist (CEBS), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC).