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David Miller
Founder & Principal Financial Planner at Rule72 Financial
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Work Experience
Founder & Principal Financial Planner
Aug 2021 - Present · 3 years and 4 months
Financial Advisor
Jan 2020 - Jul 2021 · 1 years and 6 months
Associate Financial Advisor
Dec 2018 - Jan 2020 · 1 years and 1 months
Company Details
1 Employees
Hi, I'm David. I founded Rule72 Financial LLC to provide objective and bespoke advice, enabling people to face the future with confidence. As an entrepreneur and business owner, I work with others, especially military veteran entrepreneurs and business owners. My main goal is to help people find creative ways to plan for their lives. I do this by organizing clients' finances, developing adaptable life plans, and achieving financial independence through sustainable and flexible income streams. I've been advising high-net-worth clients since 2018, gaining experience at a large advisory firm. Based in Virginia near Washington, D.C., I enjoy working with clients locally and globally. I served and retired from the US Air Force, with my final tour in the DC area. Outside of work, I enjoy visiting local museums and battlefields and am a member of several charitable organizations that support them.
Year Founded
2021
Social Media
Linkedin
Industry
Investment Advice
HQ Location
Potomac Falls, Virginia, US
Keywords
Financial PlanningInherited WealthInvestment AdvisorCharitable Donor Advised FundsVeterans and Government EmployeesEmployee Benefits as Financial Planning
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