David J. Miller, CFP®, CLU®

Wealth Management Advisor

Professional

David works extensively with physicians, business owners, attorneys and highly compensated executives.

He is proud to work with medical graduate professionals in the following educational institutions:

  • Aria Health System Philadelphia, PA
  • Emory University Atlanta, GA
  • Hahnemann Medical College Philadelphia, PA
  • Intermountain Health Care Salt Lake City, UT
  • Kaiser Permanente Medical Group Northern and Southern California
  • Kingman Regional Medical Center Kingman, AZ
  • Loma Linda University Loma Linda, CA
  • The Mayo Clinic Rochester, MN
  • New York Presbyterian Hospital New York, NY
  • Our Lady of Lourdes Hospital Binghamton, NY
  • Scripps Hospital San Diego, CA
  • St. Luke's Hospital Bethlehem, PA
  • Stanford University Stanford, CA
  • Thomas Jefferson University Philadelphia, PA
  • University of California Los Angeles Los Angeles, CA
  • University of California Riverside Riverside, CA
  • University of California San Diego San Diego, CA
  • University of Colorado Health Fort Collins, CO
  • University of Washington Seattle, WA
  • Virginia Commonwealth University Richmond, VA
  • Yale University New Haven, CT

David is the youngest person ever in the San Diego Group to obtain both the CFP® and the CLU® designations. He got these to feel confident in creating the most intelligent and effective financial plans possible. The designations also serve to differentiate the team in an industry where there is a low barrier to entry.

David has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. The CERTIFIED FINANCIAL PLANNER™(CFP®) 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.

Here is a partial list of the team's accomplishments:

  • 2010 Silver top 10 in Western Region (out of approximately 800 advisors)
  • 2011 San Diego Group New Advisor of the year
  • 2012 San Diego Group New Advisor of the year
  • 2012 Platinum Top 10 in Western Region (out of approximately 300 advisors)
  • 2013, 2015 Lives Leaders Summit Qualifier
  • 2014 MDRT Qualifier
  • 2015 MDRT Qualifier #4 in New Clients in the Western Region (out of approximately 1500 advisors)
  • NAIFA Quality Award 2012 - 2015
  • 2016 MDRT Qualifier, Lives Leader Summit Qualifier
  • 2018 Lives Leader Summit Qualifier
  • 2019, 2020 Forum Qualifier
 

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