David Szabla, Cfp®, Crpc®
AeroLeads people directory · profile

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

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

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Senior Associate Wealth Advisor
Location
Los Angeles Metropolitan Area, United States, United States
Company size
186 employees

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

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Szabla, Cfp®, Crpc® is listed as Senior Associate Wealth Advisor at Beacon Pointe, a company with 186 employees, based in Los Angeles Metropolitan Area, United States, 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

This section adds company-level context without repeating David Szabla, Cfp®, Crpc®'s masked contact details.

Beacon Pointe

Review company-level records connected to David Szabla, Cfp®, Crpc® before choosing the right outreach path.

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Senior Associate Wealth Advisor
newport beach, california, united states
Website
beaconpointe.com
Employees
186
AeroLeads page
Company profile
View company profile Email format
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.

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 →

CL Cherri Ledbetter Cherri Ledbetter Colleague at Beacon Pointe Oklahoma City, Oklahoma, United States, United States View → CO Clare Obenchain Clare Obenchain Colleague at Beacon Pointe Dallas, Texas, United States, United States View → GB Georgia Bennicas Georgia Bennicas Colleague at Beacon Pointe Portola Valley, California, United States, United States View → MM Matthew Macdonald, Cfa Matthew Macdonald, Cfa Colleague at Beacon Pointe Los Angeles Metropolitan Area, United States View → JG Jack Gerling, Jd Jack Gerling, Jd Colleague at Beacon Pointe Detroit Metropolitan Area, United States View → JE James Elliott James Elliott Colleague at Beacon Pointe New York City Metropolitan Area, United States View → CB Cory Bruntz, Cfp® Cory Bruntz, Cfp® Colleague at Beacon Pointe Fort Worth, Texas, United States, United States View → RC Russell Crow Russell Crow Colleague at Beacon Pointe United States, United States View → TB Tom Behr Tom Behr Colleague at Beacon Pointe Indianapolis, Indiana, United States, United States View → JC Jack Cohen Jack Cohen Colleague at Beacon Pointe Blacksburg, Virginia, United States, 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, 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 Cherri Ledbetter, Clare Obenchain, Georgia Bennicas, Matthew Macdonald, Cfa, and Jack Gerling, Jd.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.