David Szabla CFP®, CRPC®
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
Languages Spoken
- Spanish
- English
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?
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’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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
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