David Szabla

CFP®, CRPC®

Wealth Advisor

Los Angeles

"For me, wealth management is about so much more than numbers—it’s about people and their lifelong dreams. My favorite part of the work I do is building deep relationships with my clients, guiding them through life's biggest transitions, and celebrating their successes right alongside them."

As a Wealth Advisor at Mission Wealth, David Szabla works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, David delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, David leverages his expertise to provide clients with tailored advice and guidance.

Learn About David Szabla

Professional Background

David Szabla is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® at Mission Wealth , based in Los Angeles, CA , specializing in comprehensive investment and tax-aware planning for high-net-worth individuals. Originally from Seattle, David began his advisory career there, before relocating to Los Angeles, where he most recently served as a Wealth Advisor at Beacon Pointe Advisors. With a strong background in financial planning, he is deeply committed to providing comprehensive planning grounded in both practical experience and technical expertise. David finds the most rewarding part of his work is the opportunity to build lasting, trusting relationships with his clients and empower them through proactive, strategic advice that aligns with their long-term goals. David graduated from the University of Washington and also carries the Chartered Retirement Planning Counselor® designation.

Personal Pursuits

David is based in Los Angeles and enjoys an active lifestyle with the sunny year-round weather in Southern California. When he’s not in the office, David can be found travelling, surfing, scuba diving, catching a Dodgers game or spending time with friends and family.

Community Impact

In recent years, David has become involved with organizations that serve underprivileged communities in Mexico and has helped efforts to build houses for families. He looks forward to future trips and continued work in these communities.

In the News

Meta’s 2026 Layoffs: How Employees Can Protect RSUs, Benefits, and Financial Stability

Meta’s latest layoffs are creating major financial decisions for employees with RSUs, severance packages, and WARN period considerations. Learn the key planning steps before signing anything.

Mission Wealth’s 2026 Retreat: Growing Together in Chicago

Mission Wealth’s 2026 annual retreat brought nearly 200 team members to Chicago for a week of connection, professional growth, community impact, and unforgettable team experiences.

Market Perspectives Q2 2026

Explore our latest market update as resilient economic growth, strong corporate earnings, and evolving Fed expectations shape opportunities across stocks, bonds, and global markets.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.