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.
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.
|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, CT, IN, MT, TX, UT, WY|
|Number of Years with Current Firm:||7|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities|
|I can meet clients in the following ways:||At my office, Via Phone, At your office, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Life, Health, Annuity, Variable Life|
|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 and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Commissions, Flat Fee, Based on Assets|
|Bachelor of Business Administration - Finance and Real Estate||
University of San Diego - San Diego, CA
August 1997- May 2001
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 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, Colorado, Connecticut, Texas, Indiana, Wyoming, Montana, Utah 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.
Dee Ann Gee
|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|
|Rancho Santa Fe||San Clemente|
|San Diego||San Marcos|