David Miller (CFP®, MSC)
David Miller focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Entrepreneurs
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
Entrepreneurs: We are here to advise on your investments and legacy planning no matter where you are in your journey so you can focus on your business.
Business Owners: We provide financial planning to employees for business owners to attract and keep their cherished human capital.
Ex-pats: We provide service to service members living overseas or US persons in the United States ready for advice on investing.
Stewards of capital: You have invested on your own or inherited an estate and want to be a good steward. You want professional advice because your wealth is important.
Looking for a trusted advisor: Whether it's providing an income, careful estate succession planning, or navigating complex family issues, we serve as your trusted guide.
Additional Information
David A. Miller, CFP®, is the founder of Rule72 Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping people achieve their goals. He is an Air Force veteran.
David is passionate about providing private wealth management to veterans, entrepreneurs, and ex-pats.
We start with realistic goals and draft an investment strategy to set up a portfolio in a structured financial plan. This enables people to face the future with confidence.
David received his certified financial planning training from the University of Virginia (2018), a master's in national resource strategy (financial services) from the National Defense University (2005), and is a University of Maryland graduate. He lives in Loudoun County, Virginia, where he enjoys tennis and biking the local trails.
NAPFA Start Date
October 05, 2022
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