Ocean View Financial and Insurance Services
David J. Miller
Wealth Management Advisor|CFP®, CLU®
Personal
Since 2008, David Miller has been helping clients understand what they need to prepare for and protect.
David married his wife Noelle in 2013 and they welcomed their son Teddy to the family in March 2019 and Charlotte in January 2023. The Millers enjoy spending time at the beach, traveling, and exploring new restaurants in San Diego. David is a passionate surfer, and he has surfed on four continents (so far!).
The Millers live in North Pacific Beach and are members at La Jolla Beach and Tennis Club. They are also members of St. Anthony’s Orthodox Christian Church in San Diego, where David serves on the Finance Committee.
Professional
David is the youngest person ever in the San Diego Group to obtain both the CFP® and the CLU® designations.
The CERTIFIED FINANCIAL PLANNER™ certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
- Million Dollar Round Table (MDRT)
- Northwestern Mutual Forum
David is a sought after public speaker. He regularly speaks to financial planning groups about best practices for their advisors to adopt to serve their clients at a high level.
My Areas of Expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Community Involvement
David and the Ocean View Financial team give back to the community by donating and volunteering with non-profit organizations.
San Diego Food Bank
The Jacobs & Cushman San Diego Food Bank and our North County Food Bank chapter comprise the largest hunger-relief organization in San Diego County. Last year, the Food Bank distributed 44 million pounds of food, and the Food Bank serves, on average, 400,000 people per month in San Diego County.
Habitat for Humanity Restore
San Diego Habitat for Humanity ReStores are discount home improvement retail and donation centers — open to the public — that sell new and gently-used donated goods to help fund the construction and repair of homes in San Diego County.
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.
