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.
LPL Registered Representative. CA Insurance Lic #0N12503