Broker Check

Rodd R. Miller, CFP® - LPL Registered Principal

Rodd R. Miller, CFP® - LPL Registered Principal

LPL Registered Principal

(760) 856-4428
info@millerwm.com

Who We Serve:

Financial Advisor Rodd Miller, CFP® serves people just like you with comprehensive services aimed at bettering your financial life:

  • Wealth Management

  • Retirement Planning

  • Insurance Planning

  • Investment Management

  • Risk Planning

  • 401K and other Business Retirement Strategies


Mission:

Very simple – Financial growth for you, your family or businesses. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by our clientele as their family CFO or a trusted advisor to their business– an experienced financial advisor to assist them executing their wealth and retirement plans. We see ourselves as an extension of the family unit. For individuals and families, we take a multi-discipline approach to financial planning in which we incorporate asset allocation, investment management, insurance, estate, tax, real estate, and income planning designs. For businesses, we focus on objective driven results in helping them accomplish their corporate goals.

Philosophy:

Knowing clients better can lead to better comprehensive strategies and financial advice. The delivery of prudent financial advice requires close relationships with clients, not a transactional oriented sales approach. We believe that this approach allows both clients and professional financial advisors to have a greater understanding of the roles that the advisor will play in each client’s life. We recognize the need for a comprehensive estate plan design and believe in managing an estate with open communication amongst the various professionals including CPAs and estate planning attorneys. Miller Wealth Management partners with LPL Financial as a way to offer comprehensive advice and guidance to a growing client base.