David Mesa

Mesa Wealth Management is compromised of highly driven individuals working towards one common purpose: To help our clients achieve their own version of financial freedom. As a Fiduciary, our priority is always what is in our clients best interest.

Mesa Wealth Management (MWM) has been recognized nationally by Forbes Magazine as a "Top Financial Security Professional" as a holistic financial planning enterprise.

       *Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Our core values of Integrity, Service, Ownership & Fun reflect the partnership that our team brings to our clients.

MWM has created a platform that is welcoming to all different types of planning clients. From individuals looking to retire, start a business, build a family and whatever other milestones life may bring. 

With our culture and a pay it forward mentality, our clients and team know that in partnership with Mesa Wealth Management, they can enhance lives and leave legacies.

Giving back is something that is very important to David and his team at Northwestern Mutual. They enjoy being a part of making a difference with the help of the following organizations and causes: