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David Almeida

David Almeida

Founder & Private Wealth Advisor

David Almeida has served as a Private Wealth Advisor with Lincoln Financial Advisors since 2000. He has built his practice using a one-on-one approach; taking the time to learn what is important to his clients and how best to help them accumulate, protect, and ultimately distribute their assets. In addition, he helps local employers design and implement company sponsored retirement plans and educates their employees about the value of investing to obtain their financial goals.

David and his growing team offer planning, investment, and insurance services to clients throughout CA. Prior to becoming an investment professional, he obtained his Bachelor’s degree in Industrial Technology from Humboldt State University. After working for many years as a manufacturing engineer, he transitioned into the financial services industry to pursue his passion of helping people solidify their financial futures. David strongly believes continuing education and life-long learning are critical components of providing superior advice in the ever-changing industry of financial planning.

David currently lives in Santa Barbara with his wife, Kristiana and their two dogs. He is an active member of his community, volunteering with the American Red Cross, Santa Barbara County Chapter, and holding a board position with AHA!. In his free time David enjoys running, bike riding and hikes with his wife and dogs.