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


Ocean View Financial and Insurance Services

Team

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

  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

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. You can read the article here.


The Top Six Mistakes People Make During Open Enrollment

Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.