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David J. Miller, CFP^®, CLU^®
Wealth Management Advisor

Ocean View Financial and Insurance Services

4225 Executive Sq
Ste 1250
La Jolla, CA 92037-9176

Office 858-350-3516

Contact Me

David J. Miller, CFP^®, CLU^®
Wealth Management Advisor

Ocean View Financial and Insurance Services

4225 Executive Sq
Ste 1250
La Jolla, CA 92037-9176

Office 858-350-3516

Contact Me

Our Mission

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

David Miller signature

Our Values

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

Our team is award winning

David Miller has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Financial Security Professionals 2021

The Top Six Mistakes People Make During Open Enrollment

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

Account Access

Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 2022 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

David James Miller uses Ocean View Financial and Insurance Services as a marketing name for doing business as a representative of Northwestern Mutual. Ocean View Financial and Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. David James Miller is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

David James Miller is primarily licensed in CA and may be licensed in other states.

AR License: 10986920
CA License: 0G11064
NPN: 10986920

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.