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

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.