About
David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor,, David served as an advisor at Wells Fargo and Merrill Lynch. David focuses on innovative, solutions-oriented thinking to craft bespoke financial strategies aligned with each client’s unique goals and circumstances.
David and his wife live in Glendale, California, have a daughter and are expecting a son. Outside the office, he enjoys squash, golf and wrestling, along with constitutional law and philosophy.
Education
- BS – Finance, California State University of Los Angeles
- MLS – Wealth Management - Texas A&M University School of Law
Resources from David Masias
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation