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David Mathias, CFP®, MSBA, RICP® | Financial Advisor

Profile img for David Mathias, financial advisor at Lifetime Financial Advisors, Inc.
Encinitas, CA
David Mathias, CFP®, MSBA, RICP®
Financial Advisor
Financial Advisor at
Lifetime Financial Advisors, Inc.

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Why Work with Me? Throughout my career, I've been dedicated to helping people take control of their finances. My mission is to simplify complex financial decisions so you can focus on what matters most to you. I specialize in: • Retirees and Pre-Retirees • Employees with Stock Compensation • Solo Entrepreneurs (Net Business Income > $150K) • Healthcare Professionals Services Offered: • Retirement Planning • Tax Planning • Comprehensive Financial Planning • Investment Management Let’s craft a financial strategy tailored to your needs. Schedule your complimentary consultation today and take the first step toward pursuing financial independence.
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Specialties and Expertise

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Retirement Income
Portfolio Construction
Tax Minimization Investment Strategies
Cash Flow Analysis
Equity Compensation
College Planning

Clientele

9
New Investors
Tech Employees
Real Estate Agents
Inheritors
Retirees
Surviving Spouses
Entrepreneurs
Attorneys & Paralegals
Healthcare Workers

Credentials and Designations

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Certified Financial Planner™

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Retirement Income Certified Professional®

Education

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San Diego State UniversityMaster of Science in Business Administration, Financial & Tax Planning - MSBAYear Obtained: 2022
Lindenwood UniversityBachelor of Arts, Philosophy Year Obtained: 2013

Job History

3
Lifetime Financial Advisors, Inc.Financial Advisor2019-Present
CUSO Financial Services, LPTrading Services Representative2018-2019
First Tech Federal Credit UnionAssistant Branch Manager2014-2017
Quick Facts About David
Years of Experience:5 yearsMember since:2023Average Account Size:$588,000Number of clients:135

Services Provided

How I help my clients

Retirement Planning

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Investment Management

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Tax Planning

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Financial Planning

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Pricing Models

AUM
Flat Fee
One Time Fee

Proof of License

SEC Profile
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Encinitas, CA
David Mathias, CFP®, MSBA, RICP®
Financial Advisor
Financial Advisor at
Lifetime Financial Advisors, Inc.
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Advisor Disclosure
David Mathias is a registered representative with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA.org/SIPC.org. LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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. Member FINRA/SIPC.
Profile last updated: 04-07-2025
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