About RB Financial Group
There is no substitute for experience.
Over a quarter century of investment industry experience has taught Mike Miller the finer points of the financial markets. By weathering numerous bull market and bear market cycles firsthand, Mike knows how to maintain control of every situation– even when everyone around him is losing their perspective.
Since the day he started in the business in 1984, Mike’s goal has always been able to eliminate the worry from long-term investing through a comprehensive financial planning process. He and his team are always watching for opportunities that provide well-balanced strategies to diversify portfolios with the right mix of securities that will provide you with the return you desire and the peace of mind you require.
Mike firmly believes working with people to achieve what’s important to them is best done through a relationship of trust and honesty. He has a passion for building long-lasting relationships to help you make better life decisions. Year after year he provides personal service to every client, many of whom consider him to be like family.
His dedication to client success is apparent at every turn. His broad range of clientele appreciate the commitment Mike brings to helping every individual, every day. Whether working on retirement plans or ways to provide a steady stream of monthly income, his objective always remains the same: Structure and support a solid financial future designed to suit an individual or a family’s specific needs.
About Our Relationships
RB Financial is an independent wealth management firm that is registered with the California Department of Corporations, the Securities and Exchange Commission (SEC), and the Investment Advisor Registration Depository (IARD). Both as a firm and individually, we are very active in the local community, as well as being members of the following organizations:
- Rancho Bernardo Sunrise Rotary
- University of the Pacific/McGeorge School of Law Alumni Association
- US Naval Academy Alumni Association
- University of Colorado Alumni Association
- Rancho Bernardo Business Association
- Escondido Humane Society
- Turtleback Elementary Foundation Board of Directors
About Mike Miller
After a 17-year career as a financial advisor with Paine Webber, E.F. Hutton and Merrill Lynch, Mike joined the Wealth Management Group of California Bank and Trust in 2000 and served as the Senior Portfolio Manager for Southern California.
The combined experience he gained from these internationally known brokerage firms, as well as from this widely recognized consumer bank, helped him develop a national clientele whose interests focus on thorough planning for a comfortable retirement while minimizing income and estate taxes. His background in retail finance has also served everyone well in providing a realistic insight to the world around us.
In 2005, having decided that a “one size fits all” strategy seldom leads to financial success, Mike opened the doors to the RB Financial Group.
Since then Mike and his associates have counseled hundreds of clients in ways to reach their financial goals in a sensible, conservative fashion. And with a background as portfolio manager, business owner, registered investment advisor, community activist, attorney, and parent, Mike Miller knows how to bring practical solutions and valuable insights into every aspect of financial issue and life planning.
Whether you have questions about college funding, lifestyle goals, investment strategies or estate planning, let Mike help you learn where you stand, how to identify your options, and what hidden opportunities you can leverage to realize your goals.
Mike and his wife Tere live in Rancho Bernardo, CA.