David J. Miller

“I was getting close to retirement, and I knew I had certain assets, but I wasn’t applying them in the right places. I needed a little more of a strategic plan with people that understood things much better than I did. Before I began working with David J. Miller, I was caught up in the day to day business of work. I wasn’t thinking about the future in general, and I wasn’t thinking about all the details involved in creating a solid plan. Now that we’re working together, I feel good. I know we can’t control the market, but it feels good to have my resources allocated in the right spots. And I feel that we have a plan to move forward in a turbulent market. We’ve got a strategy and we’re acting on it. I’ve gotten peace of mind from working with David. Our conversations and planning are based on having a good quality of life no matter what is happening in the markets. I trust what they’re doing. When I want to take a big trip, or have some other big expense, I feel confident. When you’re working with a financial planner, you want someone you can trust, and someone who is smart. I feel like David is a good person and I like the stability of his organization. He’s taken the time to get to know me, which is important to me.”…Read more

“Before I began working with David J. Miller, I sensed I wasn’t leveraging all my opportunities. I felt comfortable contacting David because I saw that he was getting results for clients like me. Now that we’re working together, David has shown me how to leverage my assets, and he has made me aware of beneficial approaches that I had not considered, expanding my own thinking as to what I can accomplish financially. With David, I get answers quickly, and I’m much more aware of the tax consequences of my investments. In California being tax-effective is important. I feel good that he has a diverse playbook."…Read more