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


Ocean View Financial and Insurance Services

Professional

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

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.

Associations and Memberships:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Million Dollar Round Table (MDRT)
  • Northwestern Mutual Forum
 

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