David Almeida has been a Private Wealth Advisor with Lincoln Financial Advisors since 2000. Dave has built his practice using a one-on-one approach. He takes the time to learn what is important to his clients and how best to help them accumulate, protect, and ultimately distribute their assets. He has the ability to bring options from some of the strongest financial companies to the table. This allows him to provide competitive, diversified and personalized investment and insurance solutions, which help meet his client’s needs. He also helps local employers design and implement company sponsored retirement plans and educates their employees about the value of investing to obtain their financial goals.
Dave and his growing team offer quality investment and insurance products and services from their local office in the Topa Financial Tower in Oxnard, California. Dave and his practice obtained the level of Premier Partners with Lincoln Financial Advisors1 in 2010.
He obtained his BA in IT from Humboldt State University. He worked for many years as a manufacturing engineer but made the transition to the financial industry to better apply his skills and passion to help people solidify their financial futures.
He currently holds his CA Insurance License and his FINRA Series 7 and Series 66 registrations. Dave believes continuing education and life-long learning are critical components in the ever changing industry of financial planning.
Dave is an active part of the Santa Barbara community where he lives with his wife, Kristiana and their two dogs. He is a longtime volunteer with the American Red Cross, Santa Barbara County Chapter, and sat as a board member for 8 years. In his free time Dave enjoys Cross Fit, running marathons, soccer, family time, and running his dogs at the beach.
2002 – 2009: President’s Club Qualifier2
2010: LFA California Fringe Benefit Southern California Planner of the Year3
2013: LFA California Fringe Benefit Southern California Case Manager of the Year3
2010 – 2015: President’s Cabinet3
1 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
2 This internal award is based on sales as well as good standing with the firm and FINRA.
3 This internal designation is based on revenue growth including all product lines for the Northern California Regional Planning Office within Lincoln Financial Advisors.
4 An internal designation of Lincoln Financial Advisors Corp. based in part on assets under management, sales and compliance criteria.