Liz Miller
CFP® and CFA and founder of Summit Place Financial, former chair of the CFP Board, and financial planner who specializes in explaining complex investments like private equity, private credit, and crypto.
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Feb 20, 2026 • 36min
Should Crypto and Private Equity Be in Your 401(k)? A CFP Breaks It Down
Liz Miller, CFP® and CFA, founder of Summit Place Financial and former CFP Board chair, simplifies complex investments. She explains private equity, private credit, and crypto in plain terms. Short talks cover fees and the “2 and 20” model, tax tradeoffs of holding crypto in retirement accounts, illiquidity risks, and how much crypto might fit in a diversified plan.
