David W. Maurer

Branch Manager

David has been providing wealth management services to individuals and small businesses in San Diego since 1993. For over twenty years, he has been participating in the UCSD Internship program as an adjunct professor teaching students the world of financial services.

David holds the Series 7, 24, 53, 63, and 66 securities registrations and licensed in California and several other states for life and variable insurance business. Currently, he holds the role of Registered Principal with Osaic Wealth Management, Inc., focusing on the Osaic La Jolla – UTC branch.

David's commitment extends to his involvement in professional organizations, including the San Diego Chapter of Financial Planning, the Southern California Institute of Financial Professionals, and the Estate Planning Council of San Diego. Working with a vast network of CPAs and Estate Planning Attorneys, he is always working to ensure that he is providing his clients with the most effective weath management strategies.

Beyond his professional life, David enjoys quality time with his wife, Lisa, and their daughters, Sarah and Allison. He's an avid outdoorsman, enthusiastic golfer, and passionate underwater photographer.

With David, clients find a knowledgeable and approachable partner who combines professionalism with a friendly demeanor to help them secure their financial future.



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

 ~Albert Einstein