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Rodd R. Miller CFP®, PPC™

Rodd R. Miller CFP®, PPC™

CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal

RODD R. MILLER, CFP®

Rodd is a family CFO and a 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.

“Financial planning typically takes a backseat to daily life, but making smart, small decisions everyday can go a long way to making your financial dreams a reality.”

“I am driven to listen to your financial goals and work on your behalf, so you are freed up to enjoy what matters most.”

 

 

Where We Serve

San Diego, California communities:  Carlsbad, Encinitas, Oceanside, Vista, Escondido, San Marcos, Poway, Ramona, Rancho Santa 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, Texas, Indiana, Wyoming, Montana and Alabama.

Registrations and Certifications

Rodd is 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 for individuals and families 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.

Fun Facts:

  • Favorite food:    BBQ Brisket
  • Favorite books:    Mitch Rapp Series by Vince Flynn
  • Favorite movie:    Moneyball or Jerry Maguire
  • Favorite place to volunteer:    Football coach in youth sports
  • Quirky fun:    Watching Ancient Aliens
  • Strange but True:    I used to eat Peanut Butter, banana and mayo sandwiches

The Importance of a CFP®

The ethical standards of CFP® professionals: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, Diligence.

A CFP® professional is uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals.