David Szabla, Cfp®, Crpc®
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David Szabla, Cfp®, Crpc® Email & Phone Number

Senior Associate Wealth Advisor at Beacon Pointe
Location: Los Angeles Metropolitan Area, United States 8 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Beacon Pointe
Role
Senior Associate Wealth Advisor
Location
Los Angeles Metropolitan Area, United States
Company size
186 employees

Who is David Szabla, Cfp®, Crpc®? Overview

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Quick answer

David Szabla, Cfp®, Crpc® is listed as Senior Associate Wealth Advisor at Beacon Pointe, a with 186 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Szabla, Cfp®, Crpc®.

David Szabla, Cfp®, Crpc® previously worked as AVP at Merrill Lynch and Bank of America at Merrill Edge and Investment Adviser Representative at Voya Financial Advisors, Inc.. David Szabla, Cfp®, Crpc® holds Bachelor Of Arts (Ba), History, Spanish from University Of Washington.

Company email context

Email format at Beacon Pointe

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Beacon Pointe

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Profile bio

About David Szabla, Cfp®, Crpc®

David Szabla, Cfp®, Crpc® is a Senior Associate Wealth Advisor at Beacon Pointe. They is proficient in Spanish.

Current workplace

David Szabla, Cfp®, Crpc®'s current company

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Beacon Pointe
Beacon Pointe
Senior Associate Wealth Advisor
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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8 roles

David Szabla, Cfp®, Crpc® work experience

A career timeline built from the work history available for this profile.

Senior Associate Wealth Advisor

Current
Beacon Pointe
Dec 2021 - Present

Avp At Merrill Lynch And Bank Of America

Merrill Edge
Oct 2016 - Dec 2021

Accounting Assistant

Mckenzie Rothwell Barlow & Coughran

Seattle, Washington

Accounts payable, accounts receivable, and billing. Responsible for entering invoices, depositing checks, reviewing consultation billing, entering and calculating collection billing. File Management. Creating files and maintaining the integrity of the existing files both on paper and in electronic form as well as arranging file transportation to and from off site storage.

Jun 2012 - Jun 2013

File Clerk

Mills Meyers Swartling

Greater Seattle Area

Responsible for transferring paper documents to the electronic filing system as well as updating and maintaining the current filing system. Shipping documents off-site to be destroyed.

Jun 2012 - Dec 2012

Recruitment Chairman

Pi Kappa Alpha

Greater Seattle Area

Recruited new members for my fraternity, planned events, and budgeted finances.

Jun 2011 - Oct 2011

Sales Associate

Macy'S

Maintained the cleanliness of the sales floor, cleaned fitting rooms, provided outstanding customer service and used a cash register to ring up sales.

Jun 2010 - Sep 2010

Courtesy Clerk

Safeway

Bagged groceries, maintained the cleanliness of the store and provided excellent customer service.

Jun 2008 - Nov 2008
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

AP Ann Pickrell Ann Pickrell Colleague at Beacon PointeUnited States View → WG William Gates Cfp® William Gates Cfp® Colleague at Beacon PointeGermantown, Tennessee, United States View → MM Merriweather Mulé, Cdfa®, Cfp® Merriweather Mulé, Cdfa®, Cfp® Colleague at Beacon PointeUnited States View → GT Gregory Taylor, Cfa, Cfp® Gregory Taylor, Cfa, Cfp® Colleague at Beacon PointeSan Francisco Bay Area, United States View → MM Matthew Macdonald, Cfa Matthew Macdonald, Cfa Colleague at Beacon PointeLos Angeles Metropolitan Area, United States View → FT Fred Taylor Fred Taylor Colleague at Beacon PointeDenver Metropolitan Area, United States View → LP Laura Powell Laura Powell Colleague at Beacon PointeRaleigh, North Carolina, United States View → MB Michael Beaulieu, Cfp® Michael Beaulieu, Cfp® Colleague at Beacon PointeDenver Metropolitan Area, United States View → JD Jack Delafield Jack Delafield Colleague at Beacon PointeSeattle, Washington, United States View → CP Cathi Prentice Cathi Prentice Colleague at Beacon PointeNewport Beach, California, United States View →
2 education records

David Szabla, Cfp®, Crpc® education

Bachelor Of Arts (Ba), History, Spanish

University Of Washington

Activities and Societies: Sigma Alpha Lambda, Pi Kappa Alpha

Spanish Language And Literature

Andean Center For Latin American Studies (Aclas)
FAQ

Frequently asked questions about David Szabla, Cfp®, Crpc®

Quick answers generated from the profile data available on this page.

What company does David Szabla, Cfp®, Crpc® work for?

David Szabla, Cfp®, Crpc® works for Beacon Pointe.

What is David Szabla, Cfp®, Crpc®'s role at Beacon Pointe?

David Szabla, Cfp®, Crpc® is listed as Senior Associate Wealth Advisor at Beacon Pointe.

Where is David Szabla, Cfp®, Crpc® based?

David Szabla, Cfp®, Crpc® is based in Los Angeles Metropolitan Area, United States while working with Beacon Pointe.

What companies has David Szabla, Cfp®, Crpc® worked for?

David Szabla, Cfp®, Crpc® has worked for Beacon Pointe, Merrill Edge, Voya Financial Advisors, Inc., Mckenzie Rothwell Barlow & Coughran, and Mills Meyers Swartling.

Who are David Szabla, Cfp®, Crpc®'s colleagues at Beacon Pointe?

David Szabla, Cfp®, Crpc®'s colleagues at Beacon Pointe include Ann Pickrell, William Gates Cfp®, Merriweather Mulé, Cdfa®, Cfp®, Gregory Taylor, Cfa, Cfp®, and Matthew Macdonald, Cfa.

How can I contact David Szabla, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for David Szabla, Cfp®, Crpc® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did David Szabla, Cfp®, Crpc® attend?

David Szabla, Cfp®, Crpc® holds Bachelor Of Arts (Ba), History, Spanish from University Of Washington.

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