David Michael Miller
Financial Advisor
Personal
Born and raised in the East Bay, David is married with three children. As a proud son of a public school teacher and a painting contractor, David loves to share financial strategies with his clients, and to help business owners with their unique planning needs. David is a graduate of De La Salle HS class of 96' and St. Mary's College Moraga class of 01'
David is passionate about giving personalized guidance and attention to his clients so they can be prepared for anything they encounter on their life's journey.
After seeing first-hand how not having a personalized plan can be devastating on a family, he's committed to helping provide the individualized attention he would have wanted provided to his parents.
Having a financial representative can make all the difference in achieving your goals, and David is excited about being that person for you!
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that make complicated topics simple. I strive to provide you the best experience possible.
What my clients say about me:
"I get so much out of our conversations and feel motivated and empowered to make my financial dreams a reality." -Adrienne R
Education
Bachelor of Science in Psychology from St. Mary's College of California
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
White Pony Express
Despite our county’s overall food abundance, free or affordable food is not available to residents with low levels of income. Many residents live in food deserts, which don’t have stores that offer fresh produce or nutrient-rich food. WPE strives to level the playing field for individuals and families who have been left behind by circumstances beyond their control.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
