David Szabla, CFP®,CRPC®
Senior Associate Wealth Advisor
Request an Appointment | Contact Me | (310) 499-2987
David is a Senior Associate Wealth Advisor in the Beacon Pointe Los Angeles office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. David works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends and family.