Portrait of David Szabla

David Szabla CFP®, CRPC®

Wealth Advisor

Based in Los Angeles, David helps tech professionals, retirees, and individuals navigating divorce, loss of a spouse, or inheritance make informed financial decisions.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

Languages Spoken

  • English
  • Spanish
Request an introduction

Who David Typically Helps

Tech professionals, individuals approaching or in retirement, people navigating divorce or the loss of a spouse, individuals and families receiving an inheritance.

Serving Clients in

Los Angeles • Beverly Hills • Santa Monica • Pasadena • Manhattan Beach • Communities throughout Southern California

Available nationwide through virtual meetings

Questions David Helps Answer

  • How can I prepare for retirement and create income?
  • How should I manage a concentrated stock position?
  • How should I integrate an inheritance into my plan?
  • What financial decisions should I prioritize during or after a divorce?
  • What tax-planning opportunities should I consider?

What Clients Say About Mission Wealth

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

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.

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.

—David Szabla, Wealth Advisor

David’s Frequently Asked Questions

Clients should expect an advocate who will educate them and serve as a resource and partner in helping manage their broader financial picture.

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.

Brian Sottak, a professional at Mission Wealth, smiles confidently in a business suit against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to David Szabla

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

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Brian Sottak, a professional at Mission Wealth, smiles confidently in a business suit against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to David Szabla.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether David and Mission Wealth may be the right fit to support your life and financial goals.