ABOUT
LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.
Our Team
David specializes in wealth management and generational planning for his clients helping them build a focused vision to achieve their financial goals. He acts as a true fiduciary making sure all aspects of his clients finances are aligned and working together towards a healthy financial future.
With more than ten years of experience in the financial services industry. David began his career with Wells Fargo Bank and utilized his experience and education to later expand an investment advisory firm serving accredited investors and high net-worth business owners.
David holds his series 7 and 66 securities registrations held through LPL Financial and completed his Bachelor of Arts degree in international finance and Masters of Business Administration degree with an emphasis in finance from California State University Fullerton, Mihaylo School of Business & Economics.
David has been married to his wife Nicole for ten years. In that time they have enjoyed working on business and real estate projects over the years all while traveling the world as much as they can. They have three children, Julian (6), Colette (4), and Audrey (1).
Cliff, an industry veteran with over 61 years of experience, focuses primarily on advanced retirement and insurance planning for high net worth clients. After earning his bachelor’s degree from San Jose State, he began working in the financial services industry at Pacific Life in Newport Beach, CA. By 1970, he formed a corporation and began his business as an Independent Financial Advisor. Cliff has been providing independent financial counseling in the Southern California area for 48 years. Cliff Maas is a registered representative with LPL Financial.
Cliff has been married to Cathy, his high school sweetheart, for 64 years. They have 3 children and now 4 grandchildren. Cliff enjoys flying his own airplane, skiing and is an avid golfer.
Nicole is a vital part of the team facilitating all operations and marketing projects. She has an extensive background in real estate financing and real estate investments as well as a Masters of Business Administration from California State University, Fullerton majoring in Management with an undergraduate degree in Business Marketing and Real Estate.
Nicole has been married to David for ten years and is enjoying this new chapter in their life as they travel and see the world through the eyes of their young children.
Nicole likes giving back to her community and church and is especially passionate about the next generation of young professionals where she serves as a mentor to many in the community.
Samantha Chedester
Client Services Associate
samantha.chedester@lpl.com
Samantha serves as our Client Services Associate. She works to raise the overall experience throughout the financial planning process. She is an important resource in setting up accounts for current and prospective clients and provides them with exceptional customer service by establishing, retaining, and deepening relationships.
Samantha will be completing her degree in Communication studies this upcoming fall. She looks forward to serving clients with the best experience within the financial industry. Her depth of knowledge continues to grow and is a big asset to our team and clients.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
LPL Private Client
For our affluent and institutional clients with $5 million dollars or more of investable assets, our experienced
LPL Private Client team will also assist in meeting their unique needs.
John Podesto, AIF®
Associate Consultant
Thomas Zgliniec,
CFP®, ChFC®, CAP® AEP®
Vice President
Sonya Nolan,
CFP®, MBA
Assistant Vice President
Patrick Herrington,
CFP®, AIF®
Assistant Vice President
