Financial Advisors | Financial Planners

A CLIENT-CENTERED APPROACH

When it comes to building wealth, preserving your assets and protecting your family and employees, Lifetime Financial Advisors has the financial specialization, experience and services you need to thrive for years to come.

Our Team

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Take the First Steps Toward a Confident Financial Future

Lifetime Financial Advisors has helped professionals and families work towards their financial goals for more than four decades, and we welcome the opportunity to help you work towards your goals.

Wealth Management

Help Preserve and invest your wealth.

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Financial Planning

Putting a plan in place that addresses your needs, now and into the future.

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Retirement Planning

Helping you make the suitable financial decisions for the next stage of your life.

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Investment Planning

A powerful tool for building your financial future.

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Approach Your Goals From a New Angle

At Lifetime Financial Advisors, we know that finding financial confidence takes more than hard work. It also takes an in-depth knowledge of financial management strategies, awareness of market trends, and understanding of your risk tolerance. A strong working relationship is critical to us in serving your needs, which is why we take the time to get to know you beyond your financial portfolio. Through a collaborative partnership, we will learn about your personal and financial life to provide guidance and advice.

Our History

Start Where You Are

For many hardworking individuals, money management is a pressure point that causes much confusion and frustration. We have found that it doesn't matter how far along you are in your financial journey. Instead, it only matters that you take the appropriate step forward. Let us help you determine which next step is better for you. Whether you wish to start saving for college, plan on buying a home, or are strategizing your retirement, we can help you along the way.

FAQ's

Discover Hidden Opportunities

From the moment you take your first job to the day you plan your retirement party, careful financial planning efforts can help you find confidence and ease any fears you have about pursuing financial stability. Our qualified team has been helping clients work towards their financial goals since 1980 and will continue for many decades to come.

Our Process

Our Services Focused on You

Being proactive about your approach to financial fitness is a practice that can benefit anyone at any stage in life. Our financial advisors and amazing service team will work with you at an individual level to determine:

Your financial goals
Your greatest ambitions
Your biggest obstacles
Your current plan

We are happy to meet you where you are on your financial journey and steer you towards the keys and principles that can help you pursue financial success.

Meet Our Team

Steve Van Houten, CFP®

President & CEO

760.943.0430

steve.vanhouten@lfa-inc.com

Steve Van Houten's vast experience in the financial services industry has spanned over four decades. His journey began in 1980 when he obtained a B.S. degree in finance from San Diego State University. He started his career at Private...

Brian Field

Financial Advisor

760.943.0430

brian.field@lfa-inc.com

Brian earned his Bachelor of Science in Business Administration from California State University, San Marcos and brings over 30 years of experience in the financial services industry. He has worked with several top firms, including...

David Mathias, CFP®, MSBA, RICP®

Financial Advisor

760.943.0430

david.mathias@lfa-inc.com

David is deeply committed to helping individuals pursue their financial goals with clarity and confidence. As a Financial Advisor at Lifetime Financial Advisors (LFA), David brings over a decade of experience in banking and finance to...

Luke Van Houten, CFP®

Financial Advisor

760.943.0430

luke.vanhouten@lfa-inc.com

Luke began his career at LFA in February 2020 as a Paraplanner with the Operations and Planning team. In November 2020, Luke formally joined the Advisory Team to more closely support our clients as they progress towards their financial...

Zoran Selakovic, MBA, AIF

Financial Advisor

760.943.0430

zoran.selakovic@lfa-inc.com

After graduating from the Paul Merage School of Business at the University of California earning MBA with focus on Finance and Organizational Strategy, Zoran has spent more than 25 years in the world of finance across a number of roles...

S. Sid Ean, MS

Regional Director

760.943.0430

sid.ean@lfa-inc.com

Sid graduated from St. Mary’s College of California with a bachelor’s degree in politics. He has over 20 years of experience in the financial services industry and has extensive knowledge about investments and portfolio management....

Leah Beltran

Branch Operations Manager

760.943.0430

leah.beltran@lfa-inc.com

With more than 25 years of experience in the financial services industry, Leah plays a pivotal role in managing LFA’s day-to-day operations. She supports financial advisors with compliance, fiduciary oversight, and human resources,...

Brenda Barnett

Administrative Associate

760.943.0430

brenda.barnett@lfa-inc.com

Brenda joined LFA in 2019, bringing both professional experience and personal insight into the financial world. Before that, she took time off to focus on raising her children. Finance runs in the family for Brenda, as her husband...

Liliana Chung, MSBA

Sr. Operations Associate

760.943.0430

liliana.chung@lfa-inc.com

Liliana joined the LFA team in March 2022 as an Operations Associate, bringing a strong background in client support and relationship management. Before joining LFA, she worked at TD Ameritrade Institutional as a Relationship Manager,...

Charles Leveson-Gower

Operations Associate

760.943.0430

charles.leveson-gower@lfa-inc.com

Charles joined LFA in 2021, bringing over five years of experience in the financial industry, including a successful run as a licensed banker at JPMorgan Chase & Co. During his time at Chase, he focused on small business clients,...

John Taylor

Operations Associate

760.943.0430

john.taylor@lfa-inc.com

John joined the LFA team in October 2023 as an Operations Associate, bringing a strong background in client service and a passion for all things finance. Prior to joining LFA, John worked at LPL Financials’ home office as a Financial...

Nicholas Baez, MBA

Associate Trader

760.943.0430

nicholas.baez@lfa-inc.com

Nicholas is proud to be part of a mission-driven company that leverages 35+ years of experience in the financial industry to provide clients with the highest level of fiduciary care across their wealth management, financial planning,...

Stephanie Peters

Operations Associate

760.943.0430

stephanie.peters@lfa-inc.com

Stephanie has been a valued member of the LFA family since 2009, bringing with her over 25 years of experience in the financial services industry. Before joining LFA, she worked as a Financial Representative for Wamu Investments and...

Hannah Kelly

Operations Associate

760.943.0430 x114

hannah.kelly@lfa-inc.com

Hannah joined the LFA team in March 2025 as an Operations Associate, bringing with her a strong background in client service and operational support. Prior to joining LFA, she served as a Senior Client Services Associate at a mid-sized...