David Miller

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About David Miller

Since 2008, David Miller has been helping clients understand what they need to prepare for and protect.

David married his wife Noelle in 2013 and they welcomed their son Teddy to the family in March 2019 and Charlotte in January 2023. The Millers enjoy spending time at the beach, traveling, and exploring new restaurants in San Diego. David is a passionate surfer, and he has surfed on four continents (so far!).

The Millers live in North Pacific Beach and are members at La Jolla Beach and Tennis Club. They are also members of St. Anthony's Orthodox Christian Church in San Diego, where David serves on the Finance Committee.

See Disclosures

General Information

Firm Start Year

1925

CRD#

5560057

Firm CRD#

2881

Years of Experience in Financial Services

Work Experience

David is the youngest person ever in the San Diego Group to obtain both the CFP^® and the CLU^® designations.

The CERTIFIED FINANCIAL PLANNER^® certification is one of the most recognized financial planning marks in the world. CFP^® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP^® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The Chartered Life Underwriter (CLU^®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU^®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU^® designation symbolizes continuing growth and commitment to professionalism.

Advisory Services Provided

Financial Planning, Estate Planning & Trusts, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893231/paladinregistry-Ocean-View-Financial-detailed-disclosure.html

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Paladin Research Report For:

Ocean View Financial