Empowering Possibilities
Luis' Story
Growing up as a first-generation American with immigrant parents, I often felt uncertain and like I didn’t ‘get the playbook’ on life. I grew up in the Bay Area and found a great group of men through my church community to come alongside me as friends, guides, and people I could trust. That experience was so powerful for me, that I went into the ministry field myself, where I did the same thing for others for over 15 years.
Despite being in the most successful and brightest part of the country, I saw there was a loneliness problem and wanted to do something about it. I created social gatherings for people in the IVY Leagues, Tech, Business, and Venture Capitalist communities to come and connect with other like-minded people. Over this time, I grew a deep love and compassion for my community.
Fast-forward to the pandemic in 2020, my family had high demands caring for my daughter with special needs, and I knew I needed to make a change. I wanted to continue engaging with my community and help them in a new way, and financial planning was the perfect vehicle for that. I grew to understand that my friends wanted the same things I did as a first generation American: freedom, resources, safety, and guidance.
Today, I have built a highly-specialized team where we focus on creating tailored financial strategies aimed at managing risk, enhancing tax efficiency, and supporting your financial goals. We help tech employees, business owners, and consultants in working toward financial independence and gaining peace of mind by offering guidance on a clear financial path, allowing them to focus on enjoying life.
We Empower Possibilities.
Our Values
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These values guide us both in and out of the office. Read about what's important to us and our commitment to empowering your financial possibilities.
- Vision & Inspiration
- Leading with Vision: We inspire innovative thinking and empower clients to see beyond today’s possibilities.
- Resiliency
- Staying the Course: We build excellence through resilience, helping clients stay committed to their vision despite life’s uncertainties.
- Professionalism
- Exceeding Standards: We uphold the highest standards of professionalism and integrity in all our services.
- Trustworthiness
- Building Trust: We provide honest, reliable advice, ensuring our clients can always count on us.
- Vision & Inspiration
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
David J. Miller
CFP®, CLU®
Wealth Management Advisor
People often come to us in times of transition. Whether they're hitting their stride in their profession, starting a family, approaching retirement, or just at a time in their life when they want to partner with someone to develop their financial plan, my team and I are here to help. We help our clients sleep at night by making sure they have attractive options at every stage in life.
Chantel Bonneau Stewart
CFP®, ChFC®, CLU®, RICP®, WMCP®
Wealth Management Advisor
I help my clients make sense of this complicated financial world so that they can achieve their important financial goals now and in the future. I often partner with doctors, tech industry professionals, and women in business to help them develop sound financial strategies. I can also be seen in publications such as Forbes, USA Today, and Reuters Money promoting the power of financial 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.
Compassion International
Compassion International: Luis and his wife financially support 4 children through the organization. Compassion International is the world's leading authority in holistic child development through sponsorship. To learn more or to find out how you can sponsor a child, visit www.compassion.com.
Teri Campus of Life
Teri Campus of Life – Luis and his wife are big supporters of Teri Campus of Life, an organization dedicated to changing the way the world sees, helps, and empowers individuals with special needs. For more information or to find out how you can help, visit www.teriinc.org.
World Vision
World vision: Luis and his wife are lifelong supporters of World Vision, a global Christian humanitarian organization. World Vision partners with children, families, and their communities to reach their full potential by tackling the causes of poverty and injustice. To learn more or to find out how you can get involved, visit www.worldvision.org.
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.
