Rodd Miller Email and Phone Number
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Rodd Miller personal email
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Hire a FINANCIAL PARTNER, not just a financial planner. At Miller Wealth Management, we provide personalized financial strategies that help you pursue your financial goals.Rodd Miller, CFP has decades of experience partnering with people in all phases of their financial journey, and in 2011 he started Miller Wealth Management to help people just like you: professionals, business owners, skilled trade employees (ex. linemen, nurses, office and government workers) , and more. No matter what your current financial life looks like, Rodd’s mission is to help you achieve financial growth through lasting relationships. We see ourselves as an extension of your family, and can help you with:• Retirement and essential business exit planning• Financial and estate planning • Investment advice If you'd like to get in touch for a complimentary chat, please book a call on my calendar (https://go.oncehub.com/RoddMiller30)Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org).The financial professionals associated with Miller Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Miller Wealth Management
View- Website:
- millerwm.com
- Employees:
- 2
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Financial AdvisorMiller Wealth Management Nov 2011 - PresentMiller 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 employeesWe offer • Wealth Management • Retirement Planning • Investment Management • Financial Positioning • Insurance Planning • Risk Planning • 401K and other Business Retirement Strategies MissionVery simple – Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and personal service. Ultimately, our goal is to be viewed by our clients 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.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 pursue their corporate goals.Asset allocation does not ensure a profit or protect against a loss.Investment PhilosophyInvest 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.
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Financial AdvisorFirst Allied Securities Feb 2009 - Nov 2011San Diego, Ca, UsRetirement specialist, advising mass affluent clients on designing retirement investment strategies, asset allocations, and investment selections. -
PresidentMiller Development Group 2003 - Nov 2011Provided due diligence and consulting support to institutional clients for real estate development projects.
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Director Of Finance And AcquisitionsTrillium Residential Oct 2004 - Jul 2007Lead financing and underwriting activities for real estate development projects.
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Senior Financial Analyst - Real Estate Equity CapitalKeybank Aug 2002 - Sep 2004Cleveland , Ohio, UsProvided loan underwriting and analysis for new real estate development projects.
Rodd Miller Skills
Rodd Miller Education Details
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University Of San DiegoFinance & Real Estate -
Arizona State UniversityFinance And Financial Management Services
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Chaparral High School
Frequently Asked Questions about Rodd Miller
What company does Rodd Miller work for?
Rodd Miller works for Miller Wealth Management
What is Rodd Miller's role at the current company?
Rodd Miller's current role is Certified Exit Planning Advisor / CFP®.
What is Rodd Miller's email address?
Rodd Miller's email address is rm****@****rwm.com
What schools did Rodd Miller attend?
Rodd Miller attended University Of San Diego, Arizona State University, Chaparral High School.
What skills is Rodd Miller known for?
Rodd Miller has skills like Financial Planning, Estate Planning, Retirement Planning, Due Diligence, Valuation, Long Term Care, Disability Insurance, Investments, Certified Financial Planner, Strategic Financial Planning, Wealth Management, Asset Allocation.
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