A Unique Team

A major determining factor in your ability to work toward your goals, is getting the proper advice.

David Espinoza

V.P. / Director of Wealth Management | LPL Financial Advisor

For over 15 years, Mr. Espinoza has worked successfully with business owners, professionals and their families. He employs a comprehensive client focused approach to wealth management and financial guidance.

Mr. Espinoza had worked previously with Mr. Moy and Mr. Stewart at another LPL Financial branch office here in San Antonio and was an immediate target for inclusion in the firm based on his level of expertise and cultural similarities. In May of 2012, Mr. Espinoza was successfully recruited and reached an agreement to become a full partner with nePara Group, Inc. Mr. Espinoza serves as the Vice President of nePara Group, Inc. and holds the primary responsibility of directing our client’s financial planning goals.

Mr. Espinoza specializes in both retirees and pre-retirees by taking a well rounded approach to providing financial strategies and products in each phase of the client’s financial life cycle. Mr. Espinoza leverages technology and other various resources to implement prudent financial strategies in the following areas:

  • Investment strategy such as wealth accumulation and wealth protection
  • Retirement planning
  • Stock options and restricted stocks
  • Institutional retirement solutions such as 401(k), 457 and Executive Compensation

Mr. Espinoza is a graduate of the University of the Incarnate Word. His career in the financial services industry began with USAA Investment Management Company in 1997 where he excelled and obtained the investment professional designations of AAMS (Accredited Asset Management Specialist) and the CRPC (Chartered Retirement Planning Counselor). Mr. Espinoza holds his FINRA Series 06, 07, 63, & 65 registrations through LPL Financial.

Mr. Espinoza resides in San Antonio with his wife Gina and their two children Alex and Victoria. Mr. Espinoza is also heavily involved in the community. He is a former executive board member of Greater Helotes Little League and is a volunteer coach for his children’s many sports activities.


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