David Mathias, CFP®, MSBA

Helping folks over age 50 to know what to do with their money.

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Lifetime Financial Advisors David Mathias, CFP®, MSBA
Encinitas, California

Serving Clients Nationwide

Helping folks over age 50 to know what to do with their money.

Areas of Focus

  • Inherited Wealth
  • Investing
  • Retirement Planning
  • Social Security
  • Taxes

About Me

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.

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.

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.

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/SIPC.

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. Member FINRA/SIPC.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association

Primary Location

2210 Encinitas Blvd. Ste. C Encinitas, CA 92024

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get started. We start with a complimentary web meeting via Zoom to learn if we are a good fit to serve your priorities, needs, and goals for your future.

Offers Investment Management

Yes

About our Firm

START WHERE YOU ARE
For many hardworking individuals, money management is a pressure point that causes much confusion and frustration. We have found that it doesn't matter how far along you are in your financial journey. Instead, it only matters that you take the appropriate step forward. Let us help you determine which next step is better for you. Whether you wish to start saving for college, plan on buying a home, or are strategizing your retirement, we can help you along the way.

DISCOVER HIDDEN OPPORTUNITIES
From the moment you take your first job to the day you plan your retirement party; careful financial planning efforts can help you find confidence and ease any fears you have about pursuing financial stability. Our qualified team has been helping clients work towards their financial goals since 1980 and will continue for many decades to come.

OUR SERVICES FOCUSED ON YOU
Being proactive about your approach to financial fitness is a practice that can benefit anyone at any stage in life. Our financial advisors and amazing service team will work with you at an individual level to determine:

✅ Your financial goals

✅ Your greatest ambitions

✅ Your biggest obstacles

✅ Your current plan

We are happy to meet you where you are on your financial journey and steer you towards the keys and principles that can help you pursue financial success.
Lifetime Financial Advisors (LFA) is committed to the original vision of providing a lifetime of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life, and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them.

Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service.
We know that finding financial confidence takes more than hard work. It also takes an in-depth knowledge of financial management strategies, awareness of market trends, and understanding of your risk tolerance. A strong working relationship is critical to us in serving your needs, which is why we take the time to get to know you beyond your financial portfolio. Through a collaborative partnership, we will learn about your personal and financial life to provide guidance and advice.

Education

San Diego State University, Master of Science - MSBA, Business Administration, Financial & Tax Planning | Lindenwood University, Bachelor of Arts (B.A.), Philosophy

Hobbies and Interests

  • Animals
  • Camping
  • Family
  • Reading

FINRA Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.