David Mathias, CFP®, MSBA, RICP®

David Mathias, CFP®, MSBA, RICP®

Financial Advisor

David is deeply committed to helping individuals pursue their financial goals with clarity and confidence. As a Financial Advisor at Lifetime Financial Advisors (LFA), David brings over a decade of experience in banking and finance to the LFA team.

David has made it his life’s mission to help others navigate the complexities of retirement planning and wealth management. His expertise in financial and tax planning is backed by a Master of Science in Business Administration specializing in Financial and Tax Planning from San Diego State University, which he completed in 2022 and finished top of his program. David also holds a Bachelor of Arts in Philosophy from Lindenwood University where we graduated in 2013 Magna Cum Laude, President of the Student Body, and member of Lindenwood’s National Championship shooting team.

In addition to his academic achievements, David holds several industry certifications and registrations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Retirement Income Certified Professional® (RICP®) designation. 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, as well as a California Life, Accident & Health Insurance license.

With a passion for helping others and a dedication to ongoing education and professional development, David is proud to serve as a trusted advisor and advocate for his clients as they navigate their financial journey.

Outside the office, David finds joy in spending quality time with his amazing wife, Claudia, and their young son, Benjamin and exploring all that North County San Diego has to offer.

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LPL Registered Representative. CA Insurance Lic #0N12503

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The RICP® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.