David La Pointe
Founder & LPL Registered Principal
CA Insurance Lic. #0801202
David La Pointe, Founder of La Pointe Wealth Advisors, has been helping families and businesses throughout the Temecula Valley pursue their financial goals for over 30 years. David is a well-known, LPL Financial Executive’s Council Advisor and LPL Registered Principal in Temecula, CA.
David prides himself on a client centered approach that aligns with your needs, your time frame and your goals. In addition to objective and independent investment advice, his goal is to ensure that ethics are the cornerstone of La Pointe Wealth Management. His caring team works together to provide a high level of personal service and attention throughout the wealth management process.
David provides objective advice with a comprehensive blend of quality, non-proprietary financial products and services. His tactical investment strategy aims to let you meet your retirement needs, reduce your exposure to taxes, and successfully transfer your wealth to your children, grandchildren and/or charities. He strives to maintain frequent communication with all of his clients throughout all market conditions, giving him the ability to fine-tune individual financial management strategies in response to the changes in the business cycle or changes in the client’s lifestyle.
David earned his Bachelor of Business Administration with an emphasis in finance from Cal State Fullerton and his M.B.A. from Pepperdine University, in Malibu, CA. He holds Series 7, 63, 65, 24 securities registrations through LPL Financial. With licenses in 46 states, David is helping clients all over this great country.
As the former host of "Money Matters" radio show for over 13 years, David has helped individuals throughout the entire United States. David is an advisory board member of S.A.F.E., a community organization fighting domestic violence. He is also involved with Men’s Power Ministry and the Thompson/Tansky Memorial Foundation. In his spare time he enjoys spending time with his lovely wife, nine kids & three grandbabies, and traveling.