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David Mathias, CFP®

David Mathias, CFP®

Associate Advisor

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 strategies for their complex and ever-changing financial needs. He is dedicated in helping clients pursue their goals with clarity, confidence, and coordination.

David earned his Executive Financial Planner Certificate through San Diego State University, a CFP Board qualifying education program, and completed his undergraduate degree at Lindenwood University. David also holds the Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, the Series 24 General Securities Principal registration, and Life, Accident & Health Insurance license through LPL Financial.

Outside of work, David and his wife Claudia enjoy living in Escondido and exploring all that North County San Diego has to offer. On the weekends you will find them walking their rescue dog, Emmitt, along Grand Ave in downtown Escondido and grabbing a bite at the local restaurants there.

LPL Registered Representative. CA Insurance Lic #0N12503