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Lance Millar is a managing director and private wealth advisor for SVB Private in San Francisco and a Certified Financial Planner™ (CFP®). Previously, he served as a senior client advisor at Boston Private until 2021, when Boston Private was acquired by SVB.
Lance has nearly two decades of experience in developing, implementing and managing comprehensive wealth strategies for high-net-worth individuals, families, foundations and trusts. He offers holistic, full balance-sheet financial advice, which incorporates investing, cash flow management and wealth transfer.
He enjoys working with individuals driving the innovation economy, such as VC/PE investors and founders as well as technology and life science company executives. Lance believes in “goals-based investing,” and he feels that the real value in working with an advisor lies in helping each client become fully invested — financially, mentally and emotionally — in their unique financial futures.
Lance has held financial advisory positions with UBS, Wachovia, Weiss Capital Management and Banyan Partners. He earned a bachelor’s degree in International Relations from UC Davis.
Born in Portland, Oregon, Lance grew up in Northern California and has lived in Southern California, Arizona, Florida and Berlin, Germany. He enjoys tennis, golf and supporting his favorite soccer club, Chelsea F.C.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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