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Meet the Experts Behind Your Success

Get to know the dedicated professionals who bring knowledge, experience, and a personalized touch to every client relationship.
Staff Member

Miriam Whiteley, CFP®, RLP®, CeFT®

Wealth Advisor

mwhiteley@saxwa.com

949-287-1621

Remote - Oregon

Miriam is a Wealth Advisor at SAX Wealth Advisors with a focus in longevity and financial life planning. She works with individuals and couples to align their financial resources with their vision for a meaningful and fulfilling life, particularly during times of transition.

She has a focus on supporting clients who are navigating significant life changes—including retirement, divorce, or the loss of a spouse or parent—when financial decisions become more complex and personal. Miriam is especially passionate about working with women stepping into financial independence, as well as couples transitioning into life after full-time work, helping them define and achieve a shared vision for the future.

With more than a decade of experience as a financial planner and a background in education, Miriam brings a thoughtful, client-centered approach to her work. She helps clients build and sustain financial security while making informed decisions that support long-term well-being.

Prior to joining SAX Wealth Advisors, Miriam founded and led LifeCraft Financial Planning, an independent RIA. She currently serves on the Board of Directors of the Alliance of Comprehensive Planning and has provided pro-bono financial planning services through Advisors Give Back.

Education

  • Bachelor of Science in Business, Concentration in Finance