Broker Check
Rodd R. Miller CFP®

Rodd R. Miller CFP®

CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal

RODD R. MILLER, CFP® | Financial Planner | Gilbert, AZ


 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.

 

A Message From Rodd

Please accept my sincere gratitude for considering Miller Wealth Management for your financial planning
needs. It is indeed an honor to be given the opportunity to partner with you on your financial journey. I have
always held a deeply personal belief about money, one that goes beyond numbers and spreadsheets. To me,
assets are not just figures on paper; they are a representation of your hard work, your dreams, and the life
you envision for yourself and your loved ones. I firmly believe that these assets exist for your enjoyment and
you should appreciate the fruits of your labor.


Choosing to work with a financial advisor is an important decision. It’s a choice to have a trusted partner by
your side, someone who understands your unique aspirations and challenges. As your financial advisor, I see
my role not just as a numbers expert but as a guide, a confidant, and a partner dedicated to helping you make
wise financial choices.


At Miller Wealth Management, we do not simply manage wealth; we strive to enhance lives. We are
committed to being more than just consultants; we want to be your partners in realizing your dreams. Your
aspirations are the cornerstone of our approach and we are genuinely invested in helping you use your
assets to live your best life.

 

Where We Serve

Arizona, California, Colorado, Connecticut, Texas, Indiana, Wyoming, Montana, South Carolina, Utah 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 #: 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.