Rodd Miller, CFP

Tel: (760) 856-4428
1901 Camino Vida Roble
Suite 112
Carlsbad, CA 92008

San Diego Family CFO

Miller Wealth Management | Financial Advisor in Carlsbad ,CA

About Miller Wealth Management

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.

10 Years of Experience



General Information
Firm Start Year:   2011
No.of Employees:   2-4
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:   7


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health
Firm Information
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 , Flat Fee , Based on Assets


Education
Bachelor of Business Administration - Finance and Real Estate  University of San Diego - San Diego, CA
August 1997- May 2001



FAQs


DISCLOSURE

www.sipc.org


DISCLAIMER

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a Registered Investment Advisor. Golden State Wealth Management and Miller Wealth Management are separate entities from LPL Financial.

Rodd Miller, CFP

Rodd Miller, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


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
Alabama.

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 financial challenges for today 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
opinions.

My Team


Dee Ann joined Miller Wealth Management in 2016. With a passion for serving our clients and an avid interest in the financial markets, she supports Rodd in running the day-to-day business.


Communities Served

Poway Fallbrook
Escondido Vista
San Clemente Capistrano Beach
San Diego Carlsbad
San Marcos La Jolla
San Juan Capistrano Del Mar
Oceanside Temecula
Ramona Valley Center
Encinitas Solana Beach
Rancho Santa Fe

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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