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Rodd M
CFP®, Series 66
Gilbert, AZ
Miller Wealth Management
Rodd Miller is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He is the principal of Miller Wealth Management, established in 2026, and previously worked at PFG Advisors from 2015 to 2017. Miller has also been involved in Miller Ventures, Inc., operating under Miller Wealth Management since 2011. Miller Wealth Management offers discretionary and non-discretionary investment management, retirement plan consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a multi-phase engagement process with written Investment Policy Statements and emphasizes exchange-traded funds, structured notes, and active trading within its investment approach.
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