David Lyle Mathias, CFP^®

Financial Advisor

LPL Financial

2210 Encinitas Blvd, Ste C
Encinitas, CA 92024-4359

FINANCIAL ADVISOR'S WEBSITE

https://www.lfa-inc.com/

(760) 943-0430 CONNECT WITH David

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Fee-based asset management

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

My Links

Find out more

General

David Mathias is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Encinitas, CA and the surrounding communities.

Financial Advisor Overview

Typically, a good fit to work together are individuals or couples ages 50 and up, income above $200,000 (if still working), and investment portfolios of $500,000 or more. Often my clients are homeowners and may own a rental property as well. Most of my clients are based in California but I work with folks across the country. If this sounds at all like you, then I hope you will reach out so we can get to know each other and learn what it is you are looking for help with.

Financial Advisor Experience

Hi, I'm David Mathias, Financial Advisor for Lifetime Financial Advisors, Inc. 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. 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: CA
Health/disability insurance: CA
Fixed annuities: CA
Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

David Mathias is a registered representative with and securities are offered through LPL Financial, Member FINRA/SIPC. Financial Planning offered through Lifetime Financial Advisors, Inc., a registered investment advisor and a separate entity from LPL Financial. 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.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes