Insights

Established Client Focus Lifetime Financial Advisors has a long-standing history since 1980, emphasizing personalized, ongoing financial planning and wealth management services, making them an ideal candidate for advanced CRM and client engagement solutions to enhance client retention and satisfaction.

Mid-sized Growth Potential With a team of 11-50 employees and annual revenue between 10M and 25M, LFA presents an opportunity for scalable financial technology tools aimed at supporting growth, streamlining operations, and improving efficiency within mid-sized financial advisory firms.

Technology Stack Insight Utilizing analytics and website management tools like Google Analytics, Cloudflare CDN, and JSON-LD indicates openness to digital solutions; this suggests that advanced marketing automation and data analytics platforms could further optimize their client outreach and marketing efforts.

Market Positioning Operating in the competitive financial services industry alongside large firms like Fidelity and Morgan Stanley highlights an opportunity to position tailored, niche financial advisory solutions that improve client experience and differentiate from larger competitors.

Growth Through Technology Given their commitment to a client-centered approach and comprehensive services, integrating emerging financial planning technologies such as client portals, digital onboarding, or AI-driven advisory tools could enhance service delivery and client engagement, supporting further growth.

Lifetime Financial Advisors Tech Stack

Lifetime Financial Advisors uses 8 technology products and services including Linkedin Insight Tag, Cloudflare CDN, Open Graph, and more. Explore Lifetime Financial Advisors's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • FMG Suite
    Content Marketing
  • JSON-LD
    Javascript Frameworks
  • Site24x7
    Real User Monitoring
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Lifetime Financial Advisors's Email Address Formats

Lifetime Financial Advisors uses at least 1 format(s):
Lifetime Financial Advisors Email FormatsExamplePercentage
First.Last@lfa-inc.comJohn.Doe@lfa-inc.com
75%
First@lfa-inc.comJohn@lfa-inc.com
17%
First.MiddleLast@lfa-inc.comJohn.MichaelDoe@lfa-inc.com
8%

Frequently Asked Questions

Where is Lifetime Financial Advisors's headquarters located?

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Lifetime Financial Advisors's main headquarters is located at 2210 Encinitas Boulevard Suite c Encinitas, California 92024 United States. The company has employees across 1 continents, including North America.

What is Lifetime Financial Advisors's phone number?

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You can contact Lifetime Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lifetime Financial Advisors's official website and social media links?

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Lifetime Financial Advisors's official website is lfa-inc.com and has social profiles on LinkedIn.

What is Lifetime Financial Advisors's NAICS code?

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Lifetime Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Lifetime Financial Advisors have currently?

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As of April 2026, Lifetime Financial Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Regional Director: S. E.Operations Manager: B. B.Lpl Financial Registered Sales Assistant: J. S.. Explore Lifetime Financial Advisors's employee directory with LeadIQ.

What industry does Lifetime Financial Advisors belong to?

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Lifetime Financial Advisors operates in the Financial Services industry.

What technology does Lifetime Financial Advisors use?

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Lifetime Financial Advisors's tech stack includes Linkedin Insight TagCloudflare CDNOpen GraphFMG SuiteJSON-LDSite24x7Google AnalyticsAddThis.

What is Lifetime Financial Advisors's email format?

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Lifetime Financial Advisors's email format typically follows the pattern of First.Last@lfa-inc.com. Find more Lifetime Financial Advisors email formats with LeadIQ.

When was Lifetime Financial Advisors founded?

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Lifetime Financial Advisors was founded in 1980.

Lifetime Financial Advisors

Financial ServicesCalifornia, United States11-50 Employees

Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance.

LFA is committed to the original vision of providing a “lifetime” of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them. Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service. 

The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity. 

The financial professionals associated with Lifetime Financial Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
2210 Encinitas Boulevard Suite c Encinitas, California 92024 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Lifetime Financial Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Lifetime Financial Advisors's revenue is estimated to be in the range of $10M$25M

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