David Mejia,
CPFA™
Financial Advisor
David was born and raised in Honduras.
He is fluent in English, Spanish, and Portuguese, and speaks enough French and Italian to get by!
David moved to the US in 2011 to attend the University of Wisconsin where he obtained his Political Science degree.
David met the love of his life, Victoria, in 2015 while he was visiting friends in Tampa Bay. He moved to Florida immediately after graduating. David and Victoria are happily married and they have a wonderful son, Lincoln. They are hoping to grow their family soon!
During his free time, David enjoys traveling with his family and friends. He also enjoys playing soccer and golf, and being involved in his community through his Church.
David started his financial services career in 2017. He has vast experience in wealth management and corporate retirement plans.
As a personal financial advisor, David’s mission is to help individuals and families be the best stewards of their resources. David uses a comprehensive approach to understand the needs, objectives, and preferences of his clients. David crafts customized financial plans focused on optimizing retirement readiness, structuring risk management, and maximizing tax-efficient investment strategies.
As a retirement plan advisor, David helps business owners and executives build a robust offering that fosters financial security. David can work with businesses of all sizes to help them optimize their corporate retirement plans, ensuring they meet the needs of both employers and employees.
