Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us to design and implement comprehensive strategies tailored specifically to your unique financial needs.
Building trust with our clients is the cornerstone of our business. Our relationship-focused business helps our clients feel comfortable and confident with us.
With Miller Wealth Management at your side, you benefit from our steadfast commitment to always place your best interests first. You can count on us to focus on your complete financial well-being and offer honest communication, prompt response, and an ongoing, consultative approach to managing your wealth.
|Firm Start Year:||2011|
|Insurance License#:||CA #0G90505|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||AL, AZ, CA, CO, TX, WY|
|Number of Years with Current Firm:||5|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Health , Life , Long Term Care|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Firm's Number of Clients:||80|
|Firm's Number of Planning Clients:||80|
|Firm's Number of Managed Clients:||80|
|Assets Managed by Firm:||$50,000,000|
|Assets Managed by Advisor:||$50,000,000|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee|
|Bachelor's of Business Adminsitration - Finance and Real Estate||
University of San Diego - San Diego, CA
May 2013-May 2001
Rodd R. Miller, CFP® (CA Insurance Lic #0G90505) is a registered principal with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA and TX.
Rodd R. Miller, CFP® is the Founder and President of Miller Wealth Management
(?Miller?) and is an LPL Registered Principal. He is a CERTIFIED FINANCIAL PLANNER?
professional and member of the FPA (Financial Planning Association). The CFP® mark is
earned by those who have met rigorous experience, education, and ethical
requirements, and have passed the comprehensive CFP® Certification Examination.
Additionally, Mr. Miller holds the FINRA Series 7, 66, and 24 securities registrations
with LPL Financial and state insurance licenses in California, Arizona, Texas, and
Mr. Miller serves clients in California, Arizona, Texas, Colorado, Wyoming, and
Alabama. Prior to founding Miller, he was part of an advisory team at First Allied
Securities specializing in retirement income planning. Prior to working with individual
clients, his experience in finance included private equity, mergers & acquisitions,
investment banking, and real estate
Today, Rodd views his role as that of a family CFO ? overseeing strategic decisions and
execution on a wide array of his client?s financial matters. With diverse experience, he
offers his multifaceted professional finance experience to select families and
organizations in need of strategies to face today's financial challenges and beyond.
Throughout his career, Rodd has designed and delivered educational seminars on
various investment strategies including programs designed to pursue the goal of
retirement income. He has also completed extensive due diligence requirements on
alternative investments and authored business reports, valuations, and fairness
|San Clemente||Capistrano Beach|
|San Marcos||La Jolla|
|San Juan Capistrano||Del Mar|
|Rancho Santa Fe|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|