Meet Our Founder and President

Todd Miller

Rodd R. Miller, CFP®, PPC™ is the Founder and President of Miller Wealth Management (“Miller”) and is an LPL Registered Principal. He is a CERTIFIED FINANCIAL PLANNER™ professional and Professional Plan Consultant. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the comprehensive CFP® Certification Examination. The Professional Plan Consultant (PPC™) designation for retirement professionals signifies a commitment to education and service excellence in the retirement plan industry. Additionally, Mr. Miller holds the FINRA Series 7, 66, and 24 securities registrations with LPL Financial and state insurance licenses in California, Arizona, Texas, and Alabama.

Mr. Miller serves clients in California, Arizona, Texas, Colorado, Wyoming, and Alabama. Prior to founding Miller, he was part of an advisory team at First Allied Securities specializing in retirement income planning. Prior to working with individual clients, his experience in finance included private equity, mergers & acquisitions, investment banking, and real estate.

Throughout his career, Rodd has designed and delivered educational seminars on various investment strategies including programs designed to pursue the goal of retirement income. He has also completed extensive due diligence requirements on alternative investments and authored business reports, valuations, and fairness opinions.

A magna cum laude graduate of the University of San Diego, Rodd earned his BBA degree with an emphasis in finance and real estate. Rodd lives with his wife Mary and two children, Rylan and Madelyn, in Oceanside, CA. Rodd is also actively involved with his alma mater, serving on the commercial real estate committee for the Burnham-Moores Center for Real Estate at the University of San Diego. He actively participates in supporting youth sports and enjoys the occasional round of golf.

Securities and Investment Advisory Services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC