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Rodd M
CFP®, Series 66
Gilbert, AZ
Miller Wealth Management
Rodd Miller is a CFP® professional with 18 years of experience in financial advisory services. He is the principal advisor at Miller Wealth Management, an independent firm he has led since 2026, following prior roles at PFG Advisors and Lucia Capital Group. Miller has experience providing investment advisory services through various entities and holds the Series 66 license. Miller Wealth Management offers investment management and financial planning to individuals, high-net-worth households, and institutional clients such as corporate treasuries and nonprofit funds. The firm employs a tax-aware approach with model allocations primarily using ETFs, structured notes, and third-party managers, and it manages over $100 million in assets while participating in sponsored program platforms including those offered by LPL.
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