Featured Business Financial Advisor in Carlsbad, CA
Carlsbad Financial Advisors
Miller Wealth Management
1901 Camino Vida Roble, Suite 112
Carlsbad, CA 92008
(760) 856-4428
“San Diego Family CFO”
Advisor Profile
Rodd Miller, CFP
Name:  Rodd Miller, CFP
Phone Number:  (760) 856-4428
Website:  Visit Website
Disclosure Link:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a Registered Investment Advisor. Golden State Wealth Management and Miller Wealth Management are separate entities from LPL Financial.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees. We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies.

Our Mission-

Very simple - Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by ourclients as their family CFO or a trusted advisor to their business - an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit.

Our Investment Philosophy -

Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

General Information

States Willing to do Business in:    Carlsbad,Del Mar,Encinitas,Escondido,Fallbrook,La Jolla,Oceanside,Poway,Rancho Santa Fe,San Clemente,San Diego,San Marcos,Solana Beach,Temecula,Valley Center,Vista,Ramona
Name of Broker/Dealer:    LPL Financial
Insurance License#:    CA #0G90505
Number of Years with Current Firm:    7
Name of Custodial Firm:    LPL Financial
States Licensed in:    AL, AZ, CA, CT, IN, MT, TX, WY
Firm CRD#:    6413
CRD#:    4984062
Years of Experience in Financial Services:    10


I can meet clients in the following ways:    At your office, Via email, Via phone, At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
Securities Licenses:    Series 7, Series 24, Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant

Firm Information

Firm's Number of Managed Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Clients:    80
Assets Managed by Advisor:    $50,000,000
Assets Managed by Firm:    $50,000,000

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
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