Richard Miller, Social Security Planning Planner

Retirement should be a time to enjoy life, not worry about money. That’s why Rick Miller has dedicated his career to helping people make informed decisions so they can retire with greater confidence, security, and peace of mind.

With more than 30 years of experience helping individuals and families prepare for retirement, Rick understands that the decisions people make in the years leading up to retirement can have a lasting impact on their financial future. As a holder of the **National Social Security Advisor (NSSA®)** designation, he specializes in helping clients understand their Social Security options and develop strategies designed to maximize retirement income and avoid costly mistakes.

As a holder of the NSSA® designation in Social Security planning, Richard Miller brings specialized knowledge of Social Security planning to every client relationship.

As the founder of CSI Wealth Management, Rick has helped more than 500 families navigate important retirement concerns, including Social Security claiming strategies, retirement income planning, tax-efficient wealth preservation, and long-term care planning. He believes every person deserves a retirement plan that is easy to understand and tailored to their unique goals, values, and lifestyle.

Clients appreciate Rick's ability to explain complex financial concepts in simple terms and his genuine commitment to helping people feel comfortable and confident about their future. Rather than focusing solely on investments, Rick focuses on the bigger picture—helping retirees create a strategy for generating income, protecting assets, reducing unnecessary taxes, and maintaining financial independence throughout retirement.

Rick earned his Bachelor's Degree in Business–Accounting from California State University, Los Angeles and began his career in financial services in 1981. He continues to stay current on retirement and Social Security planning strategies so he can provide clients with knowledgeable and up-to-date guidance.

Rick and his wife, Laura, reside in Glendora, California, where they have raised their two sons. His passion for helping others stems from a simple belief: people who have spent a lifetime working hard deserve the opportunity to enjoy retirement without unnecessary financial stress.

Whether you are approaching retirement, already retired, or simply looking for answers about Social Security, Rick's goal is to help you make confident decisions today so you can enjoy a more comfortable and secure tomorrow.

Contact Richard