David Mathias, CFP®, MSBA

David Mathias, CFP®, MSBA

Financial Advisor

As a Financial Advisor at LFA, David loves working with clients to develop plans and strategies for their ever-changing financial needs. Helping others pursue their goals with clarity and confidence is his life’s mission.

David is a CERTIFIED FINANCIAL PLANNER™ and holds a Master of Science in Business Administration specializing in Financial and Tax Planning from San Diego State University. He also holds the Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration and the Series 24 General Securities Principal registration through LPL Financial, and CA Life, Accident & Health Insurance license.

Outside of the office, David and his wife Claudia became new parents in 2022 to a healthy and strong baby boy, Benjamin (Benny) Mathias. They live in Escondido and enjoy exploring all that North County San Diego has to offer.

Schedule an Appointment

LPL Registered Representative. CA Insurance Lic #0N12503