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Rodd R. Miller, CFP®

Miller Wealth Management

1902 Wright Place
Suite 200
Carlsbad, CA 92008
Phone: (760) 856-4428
Fax: (800) 223-6881

Toll-free: (855) 760-4800
Web site

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning

 

About My Practice

Miller Wealth Management is dedicated to helping families achieve important milestones throughout their financial lives. Our mission is help our clients build and preserve wealth by providing dynamic advice in a changing world. We see ourselves as an extension of the family unit.







Miller Wealth Management offers a wide range of services and strategies—from wealth management and retirement planning to real estate investment trusts and other alternative investments—so we have the capability to represent the best interests of a variety of investors.







Miller Wealth Management takes a consultative approach in working with our clients. To us, relationships are the backbone of our business and we treat our clients with warmth, compassion, and understanding.







Our independent business model allows us to deliver the strength, experience and resources of a large financial firm with the level of personal attention and service only found in smaller boutique firms.







Rodd R. Miller, CFP® may discuss and/or transact securities business only with residents of the following states: Arizona, California, and Texas.

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.