Since 2008, David Miller has been helping clients understand what they need to prepare for and protect.
David married his wife Noelle in 2013 and they welcomed their son Teddy to the family in March 2019 and Charlotte in January 2023. The Millers enjoy spending time at the beach, traveling, and exploring new restaurants in San Diego. David is a passionate surfer, and he has surfed on four continents (so far!).
The Millers live in North Pacific Beach and are members at La Jolla Beach and Tennis Club. They are also members of St. Anthony's Orthodox Christian Church in San Diego, where David serves on the Finance Committee.
Our mission is to help you get more life out of your wealth.
Ocean View Financial works with people in their pre-retirement years to establish a plan for a fulfilling retirement. We specialize in educating high net worth individuals on tax-savings strategies and implementing those strategies for our clients
General Information |
| Firm Start Year: | 1925 | |
| Work Experience: |
David is the youngest person ever in the San Diego Group to obtain both the CFP® and the CLU® designations. The CERTIFIED FINANCIAL PLANNER® certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism. |
| Advisory Services Provided: | Financial Planning, Estate Planning & Trusts, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers |
Financial Services |
| Financial Planning for Businesses
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees. |
| Financial Planning for Individuals
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be. |
| Retirement Planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted. |
| Estate Planning & Trusts
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind. |
| Education Funding and Planning
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
 |