Rule72 Financial LLC
Categories
Financial ServicesVeteran Owned
- 46179 Westlake Dr Suite 330 Potomac Falls VA 20165
- (571) 517-1246
- Send Email
- Rule72 Financial | fee-only CERTIFIED FINANCIAL PLANNER
Hours:
By appointment: https://calendly.com/david-miller-rule72/ask-me-anything-virtual
Driving Directions:
By appointment. Located in the Potomac Falls Professional Center across from the post office.
About Us
David Miller is a CERTIFIED FINANCIAL PLANNER™ professional and U.S. Air Force veteran. We deliver bespoke private wealth advice, fee-only and fiduciary, to busy professionals and inheritors who have outgrown the DIY approach. We offer employee financial planning to help employers attract and retain top talent. I serve clients locally and globally. We have selected Charles Schwab & Co., Inc. as the primary custodian for clients' accounts.
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