Broker Check

David Massongill

David Massongill is a lifelong resident of Yucaipa, CA. He has been an investment advisor representative since 1993 and is focused primarily on the personal retirement market in the Inland Empire. He holds securities licenses series: 6, 7, 24, 51, and 63 held through LPL Financial and offers both fee and commission based advice to suit his client’s individual needs. He is also life insurance licensed in the State of California (CA Insurance Lic. #0B30168). David takes a personalized and detailed approach to his clients by completing an in depth client questionnaire and analysis for each individual and then translating this into a plan to provide practical strategies and education to help clients reach and understand their individual goals.

David attended BIOLA University on an academic scholarship where he graduated Cum Laude with a degree in Business Administration with an emphasis in marketing in 1993. He and his wife Stefani have three children, Emily, Robby, and Elizabeth. David has served on the elder board at his church and on the board for Inland Leaders Charter School. David is actively in involved at church and enjoys, art, snow skiing, fishing and remote control scale gliders.