David Mathias, CFP®, MSBA, RICP®
Financial Advisor at
Lifetime Financial Advisors, Inc.
Years of Experience
5 years
Number of Clients
135
Average Client Size
$588,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
As a Certified Financial Planner™ and Retirement Income Certified Professional®, I help Career Builders (ages 25-45) and Career Finishers (ages 45-65) navigate complex financial decisions, from investing to tax planning and retirement.
Clientele
My clients are typically Gen X and Y individuals or couples, often preparing for retirement, managing equity compensation, or navigating life transitions like receiving an inheritance or going through a separation. I focus on addressing immediate concerns, providing tax strategies, and aligning financial plans with long-term goals.
Services Provided
Retirement Planning
Investment Management
Tax Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Retirement Income Certified Professional®
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Pricing Models
Education
San Diego State University
Master of Science in Business Administration, Financial & Tax Planning - MSBA
Obtained in 2022
Lindenwood University
Bachelor of Arts, Philosophy
Obtained in 2013
Previous Work Experience
Lifetime Financial Advisors, Inc.
Financial Advisor
2019 - Present
CUSO Financial Services, LP
Trading Services Representative
2018 - 2019
First Tech Federal Credit Union
Assistant Branch Manager
2014 - 2017
Advisor Links
Disclosures and Proof of License
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.
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