Client Service Associate

David Loftus is a Client Service Associate at Pushpin Financial, where he serves as a primary point of contact for clients, ensuring their needs are met with care and precision. He is passionate about helping clients feel confident and supported as they work toward their financial goals, and he values the opportunity to make a meaningful difference in their lives.

David earned his bachelor’s degree in finance from San Diego State University’s Fowler College of Business. Drawn to financial services for the opportunity to help people plan for the future and achieve their personal goals, David found that Pushpin Financial’s philosophy—encouraging clients to identify the goals they want to “pushpin” on their life’s board—resonates deeply with him. To support his work with clients, David holds his Series 7 and 66 securities licenses, as well as a Life and Health insurance license.

Originally from Costa Mesa, California, David now calls San Diego home. Outside of work, he enjoys improving his golf game and exploring the outdoors, with a personal goal of visiting more national parks.