David J. Miller, CFP®, CLU®

Financial Representative

A Message from David Miller's Team

Thank you for stopping by our site!  We updated it recently to make it more user-friendly for our clients, and to provide some insight for those who are considering working with us.  

People often come to us in times of transition: they're hitting their stride in their profession; they're starting a family; recently divorced; selling a business or managing an inheritance; approaching retirement, or, they need help developing a financial plan.

 

Whether any of these situations applies to you - or, you're just at a time in your life when you want  to partner with someone to develop your financial plan - our team is here to help.

 

Who we Serve

 

We have 10 years of experience serving Physicians, Retirees, Business owners and Executives.

 

Our Mission

We help our clients sleep at night by making sure they have attractive options at every stage of life.

Our Values

  1. Growth - personally, professionally, and financially
  2. Accountability - we hold up the mirror to our clients
  3. Respect - we listen to our clients, and treat them the way we want to be treated
  4. Personal Responsibility - doing what we say we will, when we say we'll do it
  5. Serving Others - we want to leave the world a little better than how we found it

If you'd like to learn more, please call Wayne Lampart, our Practice Manager, at 858-350-3525 and set up an initial meeting.  You can get to know us, we can get to know you, and we can decide on appropriate next steps.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck