Lifetime Financial Advisors Employee Directory

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.

Sign up for free to view info

Company overview Email format