Lance Millar is a Senior Wealth Advisor in SVB Private's San Francisco office. He works closely with each client to help 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.
Lance is a CERTIFIED FINANCIAL PLANNERTM and has 16 years of experience working with successful individuals, families and organizations in designing, implementing and maintaining investment portfolios allocated. Lance has held financial advisory positions with UBS, Wachovia, Weiss Capital Management, 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 that fear and greed dictate decisions about money.
Lance received a Bachelor of Arts degree in International Relations from the University of California at Davis. 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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