Lifetime Financial Advisors
Financial Services
Encinitas, California, United States
12 employees
- Employees
- 12
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Lifetime Financial Advisors Overview
- Headquarters
- Encinitas, California, United States
- Phone Number
- Available in AeroLeads
- Website
- lfa-inc.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1980
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Lifetime Financial Advisors
Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance. 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. The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity. The financial professionals associated with Lifetime Financial Advisors 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Lifetime Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Lifetime Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Zoran Selakovic | Board Member and Financial Advisor | Encinitas, California, United States |
View
|
| Luke Van Houten, Cfp® | Encinitas, California, United States |
Email
|
|
| Charles Gower | Financial Advisor Assistant | Encinitas, California, United States |
View
|
| David Mathias, Cfp®, Msba, Ricp® | Financial Independence Planning for You | San Diego Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
3 profiles
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 0 |
| Executive | 1 | 1 | 0 |
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