David Michael Miller
Financial Advisor
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
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!

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.

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.

How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
