Financial Coaching to Enhance Your Lifestyle, Goals, and Dreams

David W. Lamont is a Certified Financial Planner (CFP®) with over 30 years of experience in the financial services and insurance industry. He holds multiple advanced designations including MSFS, CLU, ChFC, and CLF, along with two master’s degrees in finance and business. A graduate of the University of Southern California (USC), David brings an exceptional academic foundation to his practice.

David has served as a stockbroker for three decades, holds active securities licenses (Series 7, 65, and 63), and has taught finance at both the university level and for major institutions such as Merrill Lynch, Charles Schwab, and TIAA-CREF.

Known as a financial coach, David focuses on helping clients achieve financial independence through goal-based planning, strategic investing, and personalized guidance. He works alongside his son Josh, creating a family-centered advisory experience built on trust and long-term relationships.

Before entering the financial industry in 1990, David spent nearly a decade as an electrical engineer — an analytical background that earned him the nickname "Financial Engineer." That engineering mindset drives the precise, disciplined approach he brings to every client's financial strategy.