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A 1980 graduate of San Diego State University with a degree in Finance, Steve started his career in the financial services industry working as an Investment Analyst at Private Ledger Financial Services. He then went on to become the...

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Brian graduated from California State University, San Marcos with a Bachelors of Science in Business Administration. He has over 20 years of experience in the financial services industry and has worked for many top financial firms...

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David is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for helping clients align their financial lives with their personal values and goals. As an Associate Advisor at Lifetime Financial, David helps clients develop...

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Luke is an Associate Advisor with Lifetime Financial Advisors (LFA). He 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...

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Sid graduated from St. Mary’s College of California with a bachelor’s degree in politics. He has over 15 years of experience in the financial services industry and has extensive knowledge about investments and portfolio...

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Leah joined LFA in 2008 and is responsible for the business management at LFA, including accounting, ensuring compliance with our broker/dealer and regulatory agencies, and managing the admin team. She has a Bachelors of Science in...

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Brenda joined the Admin Team at LFA in 2019, after taking time off to focus on raising her children. For Brenda, the financial industry is all in the family, with a husband who spent 17 years wholesaling mutual funds. Brenda has a...

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Jonathan joined LFA in 2019 as the Operations Manager. He is a veteran of the United States Air Force and is currently pursuing a Master’s of Science in Cybersecurity. Jonathan brings with him several years of experience in the...

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Brock, who joined LFA in 2010, graduated California State University, San Marcos with a Bachelors of Science in Business Administration. Brock’s previous experience in the restaurant industry is where he gained his client service...

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Charles joined LFA in 2021, bringing with him over 5 years of experience in finance, with three of them as a successful licensed banker at JPMorgan Chase & Co. Having specialized in small business during his time at Chase, he has...

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Stephanie has been a part of the LFA family for over 10 years and has over 20 years of experience in the financial services arena. Prior to joining LFA, she was a Financial Representative for Wamu Investments and LPL Financial....

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Nicholas assists the advisory team at Lifetime Financial Advisors providing valuable support across investments, marketing, and client service. Nicholas’ responsibilities serve to enhance the client experience provided by the...

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