Broker Check
David Mathias

David Mathias

Paraplanner

David joined LFA in 2019 as a Paraplanner with the Operations and Planning team. He holds a Bachelor of Arts in Philosophy from Lindenwood University and is currently continuing his education at San Diego State University in the Executive Financial Planning Certificate program. David brings five years of experience in retail banking and financial services with him where he honed his skills in customer service and helping clients service their accounts.

LPL Registered Sales Assistant. CA Insurance Lic#0N12503