Rodd R. Miller is a family CFO and CFP®, CERTIFIED FINANCIAL PLANNER" professional. He understands juggling family, business and money management. In 2011, he founded Miller Wealth Management to help families and businesses manage their investment and retirement strategies. Where We Serve - San Diego, California communities: Carlsbad, Encinitas, Oceanside, Vista, Escondido, San Marcos, Poway, Ramona, Rancho Sante Fe, Fallbrook, La Jolla, Del Mar, Solana Beach and communities in and around San Diego. Southern Orange County and Riverside communities: San Clemente, San Juan Capistrano, Temecula and surrounding communities. California, Arizona, Connecticut, Texas, Indiana, Wyoming, Montana and Alabama. Registrations and Certifications - Rodd an LPL Registered Principal and a CERTIFIED FINANCIAL PLANNER" (CFP®) professional. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the comprehensive CFP® Certification Examination. Rodd holds the FINRA Series 7, 66, and 24 securities registrations with LPL Financial and state insurance licenses in California, Arizona, and Texas. Rodd's previous experience includes retirement and income planning at First Allied Securities. His corporate finance experience involved private equity transactions, mergers & acquisitions, investment banking, and real estate development. California Insurance Lic#: 0G90505. Background: University of San Diego, BBA with an emphasis in finance and real estate, a magna cum laude graduate. Rodd lives with his wife Mary and three children. He actively supports and coaches youth sports and enjoys the occasional round of golf.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees. We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies. Our Mission- Very simple - Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by ourclients as their family CFO or a trusted advisor to their business - an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit. Our Investment Philosophy - Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Certified Financial Planner with 30 years experience in financial planning, investment advice, risk managment and estate planning.

About AZCA Financial Group, LLC

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time. Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.

Michael Souza is Koa Wealth Management's founder, Chief Executive Officer, and Chief Investment Officer. Born with a natural instinct to protect others, Michael chose the Hawaiian word Koa to represent his firm as a testament to the Koa warriors and their legacy of being brave, bold, and fearless. Michael began his career in financial services at UBS PaineWebber, graduating from the firm's Financial Advisory Training Program and eventually attaining the Title of Vice President. After leaving UBS, Michael became a Senior Vice President and Portfolio Management Director at Morgan Stanley where he was consistently recognized by the firm as one its top advisors in San Diego County. Michael was a two-sport All-American at Punahou School in Honolulu, HI and he received his B.A. in Political Science with a Minor in Business from Northwestern University in Evanston, IL. Previous to joining the world of finance, Michael played professional football for the Indianapolis Colts. He now resides in Carlsbad, CA with his family.

About Koa Wealth Management

You live life to the fullest-working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards. Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We've helped countless clients create a path to success and we've been with them - and their families - every step of the way. Through life's victories as well as life's turbulent waters, we ensure that our clients feel confident in the plan we build together.

Kyles passion for investing and retirement planning led him to a career as a Financial Advisor. After finishing his degree at Indiana University where he got business education from the Kelley School of Business (#19 in the country with notable alumnus Mark Cuban), he moved to San Diego 14 years ago. He then graduated with his J.D. from California Western School of Law where he focused on business and contractual law. Kyle pursued a non-traditional legal career, spending 10 years in Advertising and Marketing developing campaigns for Fortune 500 companies on down to start-ups. Hes worked on multi-million dollar campaigns including the Chargers, World Cup, and the Indianapolis 500. Hes also helped build companies from concept to funding. In his free time, you can find him chasing tennis balls at Coronado dog beach with his dog Kenai. Kyle loves the challenge of finding the optimal strategy for each individual client at Copley. He looks forward to creating financial freedom for his clients so that they may enjoy their best life.

About Copley Financial Group, Inc.

We are SEC-licensed fiduciary advisors (only about 20% of advisors hold this license) that are legally bound to do only what is in our client's best interests. We don't get paid any different based on the investment recommendations we make. Along with wealth management and retirement planning, we are a one-stop shop offering Mortgages, Real Estate Brokerage, Insurance, Medicare Supplements, Trusts/Estate Planning, and more. We have offices here and in New York City. We look forward to inviting you in for a free consultation and investment or retirement plan. We aim to get to know our clients and create customized solutions based on your goals and risk tolerance. We like to help everyone and have built San Diego's fastest growing wealth management firm off of happy client referrals. Our office is a family-friendly office built on acting with integrity and transparency.

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA  92008

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA  92008

Tel: (760) 6344600
937 S. Coast Hwy 101 #C-202,
Encinitas,
CA  92024

Tel: (760) 6344605
937 S. Coast Hwy 101 #C-202,
Encinitas,
CA  92024

Tel: (760) 4715202
13520 Evening Creek Dr. N #130,
San Diego,
CA  92128

Tel: (858) 6534800
Greater San Diego,
San Diego,
CA  92122

Tel: (866) 6766288
43418 Business Park Drive,
Temecula,
CA  92590

Tel: (951) 6762010
43418 Business Park Drive,
Temecula,
CA  92590