David Mathias, Cfp®, Msba, Ricp® Email & Phone Number

Hi, I'm David Mathias, Certified Financial Planner™ and Retirement Income Certified Professional®.The people I help typically fall into one of two categories: Career Builders & Career Finishers.(1) Career Builders are usually ages 25 to 45 focused on saving, growing incomes, building wealth, and raising families.(2) Career Finishers are usually ages 45 - 65 focused on maximizing their peak earning years, paying for college, and planning for retirement.Whether you're a Career Builder or a Career Finisher, there are a lot of moving pieces where I can help you make informed decisions for yourself and your family. A few of these moving pieces include investing, tax planning, early and late state college planning, and retirement income planning, among others.Career Builders often need help maximizing employer benefits and balancing savings goals and spending priorities. You may have questions like, “how much should I be saving and in what type of accounts?” Or “should I be using Roth or Pre-tax contributions in my 401(k)?” Some of my Career Builder clients are self-employed, Real Estate agents, new investors, or employees with Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP) that need help managing their employer stock compensation.Career Finishers are often looking for help paying for college, saving for retirement, managing their investments, and planning their retirement income. You may have questions like, “when can we retire?”, “how much income can we take from our portfolio?”, or “what should we be doing now to prepare for retirement?”Many of my clients are California based but I work virtually with clients across the country. Whether you’re a Career Builder or Career Finisher, I invite you to book a complimentary meeting to get acquainted.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. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.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.

Listed skills include Critical Thinking, Public Speaking, Editing, Research, and 46 others.