David W. Maurer

Branch Manager

David has been providing financial services to individuals and small business in San Diego since 1993.  Since 2000, he has participated in the UCSD Internship program as an adjunct professor teaching financial services to students.  David holds a series, 7, 24, 53, 63 and 66 securities registrations, and is licensed in the State of California and numerous other states to transact life and variable insurance business.

David is a Registered Principal with SagePoint Financial, Inc. for the SagePoint La Jolla – UTC branch.  He is a member of the San Diego Chapter of Financial Planning, a member of the Southern California Institute of financial professionals and a member of the Estate Planning Council of San Diego.

In David's free time, he enjoys spending time with his wife Lisa and daughters Sarah and Allison.  He is an avid outdoorsman, underwater photographer and golfer.

“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”           

 ~Albert Einstein

Phone 858.452.0202
Fax 858.225.0210