David Miller

David Miller, CFP®, believes in making an impact wherever he can and supporting organizations that further the betterment of society. David is a progressive thought leader in the financial services industry, where he has been an integral connector in helping the industry bridge the disconnect with millennials and older generations. He is the author of Wealth Kryptonite and Founder and CEO of PeachCap, a conglomerate of financial, tax, and accounting companies including a broker-dealer, Registered Investment Advisor, CPA Firm, and Asset Management company. He holds his Series 27, 24, 7, and 66 licenses and has held compliance, financial operations, sales, and supervisory principal roles both with a Fortune 50 Company and in the small business space.  

Author of

The Human Side of Finance

Emotional Intelligence Meets Financial Intelligence Read now.