Position:
Partner at Duffy Mathias Private Wealth
Location:
Scottsdale, Arizona, United States
Found email addresses for David Mathias:
Found phones for David Mathias:
Apr 2026 - Current
Jan 2016 - Apr 2026
Apr 2014 - Dec 2015
Sep 2013 - Apr 2014
Jun 2009 - Sep 2013
Jun 2007 - May 2009
Their professional focus is Alternative Investments, Asset Allocation, and Estate Planning across 3 core areas.
David holds Qualified Plan Financial Consultant (QPFC), Life & Health Insurance, and Property & Casualty Insurance certifications and has been awarded 2025 Forbes Top Next-Gen Wealth Advisors, 2025 Forbes Best-In-State Wealth Advisors, and 2024 Forbes Top Next-Gen Wealth Advisors
Bachelor of Science - BS at Arizona State University - W. P. Carey School of Business
Transformative Financial Services and Strategies at The Wharton School
University of California, Los Angeles
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