David Mathias, CFP®, MSBA

David Mathias, CFP®, MSBA

Financial Advisor

I believe that financial planning is about building the life you want, with the people you love, using the time and resources you are given. And hopefully leaving the world a little bit better for it. Money and finances are simply tools to help you on your journey.

To that end, I’ve made it my life’s mission to help folks pursue their goals with clarity and confidence and am proud to do so as a Financial Advisor at LFA.  

While I help clients in various financial stages, I enjoy helping folks prepare for and navigate retirement the most. There are a lot of moving pieces to retirement where I can help people make good decisions for themselves and their families. A few of these moving pieces include investing, tax planning, and retirement income planning, among many others.

When I’m not helping people plan for and navigate retirement, I enjoy spending time with my amazing wife, Claudia, and our young son, Benjamin. We live in North County San Diego and enjoy exploring all the area has to offer. Building a life of love, joy, and fulfillment with and for them is the purpose of my own financial plan and life’s journey.

I hold education in high regard and have spent a great deal of time in the pursuing credentials and knowledge relating to personal finances, retirement planning, and investments. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold a Master of Science in Business Administration specializing in Financial and Tax Planning from San Diego State University. I also hold 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.

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LPL Registered Representative. CA Insurance Lic #0N12503