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Our Founder

David M. Smith

Founder of David M. Smith & Associates and Lifetime Planning.

Our founder, David M. Smith

David founded Lifetime Planning due to his desire to help others succeed with their financial goals.  David always was looking for ways to help improve how people saved, invested and planned for their retirement years.  Always putting the client first and going above and beyond the normal call of duty were things he never even had to consider doing, he just did them.  Many of David's longtime clients have become personal friends with David over the years and are continually grateful for his kindness and attention to detail (even on the smallest items)  and desire to do business ethically.

David's youngest son (who currently manages and operates Lifetime Planning) joined him in 1999 after recently graduating from Pepperdine School of Law and having some less than fantastic experiences working in the legal field.  David encouraged Eric to give the family business a try before he went out searching for a new area of expertise in the law field.  Eric did just that and has been with Lifetime Planning ever since. 

Over the years David had involved his oldest son Brandon with behind the scenes technical work at Lifetime Planning, and after achieving his aviation career goals Brandon became licensed as an advisor and joined Lifetime Planning.

For a little glimpse of what David is doing in his retirement you can watch this youtube video.

Lifetime Planning will always be thankful for the support, time and care that David put into this company.