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David Mott

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Background & Family Life

Born in Corpus Christi, David now resides in Prosper, TX. Beyond his professional endeavors, David treasures his role as a husband and a father. Since 2006, he has shared his life’s journey with his beloved wife Trisha, and together they have been blessed with three beautiful children: Carter, Caden, and Autumn.

In his leisure moments, David finds solace and joy in staying active, immersing himself in his children’s various activities, and embarking on enriching walks and hikes alongside his cherished companion, the family’s Bernese Mountain Dog named Rory. Exploring local state parks and breathing in the beauty of nature has become a source of inspiration and rejuvenation for David and his family.

“At David Mott’s core lies an unwavering commitment to integrity and transparency. David approaches retirement planning with a holistic perspective, recognizing that it involves not only diligent financial planning and professional competency but also the cultivation of a relationship founded on these core values. For David, retirement planning isn't about financial transactions; it's a journey he embarks upon with each RPOA client, hand in hand. His unique blend of military discipline, financial acumen, and genuine care for his clients sets him apart as a retirement planner who is not only knowledgeable but truly invested in your success.”

– Doug Bartol

RPOA Founding Partner And Senior Retirement Planner

Business Philosophy

David Mott says his journey has been about his dedication, service, and his commitment to helping others plan for their financial futures. After 6 years of service in both the US Army and the Army National Guard, David transitioned to the financial realm. This move marked the inception of his enduring passion for helping individuals plan for their financial legacies.

David’s journey into the realm of retirement planning was informed by his background in accounting and his desire to help individuals navigate the financial uncertainties that arose during tumultuous times. Between 2006 and 2010, David witnessed numerous individuals reluctantly returning to the workforce due to unforeseen financial hardships. This eye-opening experience ignited his mission to be part of a financial firm like RPOA that prioritizes the protection of principle as much as, if not more than, the pursuit of growth.

Education

University of Texas -Pan American: BBA Accounting

Chartered Retirement Planning Counselor™

Prior Business Experience

Finance Manager: Nature’s Source Plant Food

Cost Accounting Manager: ESAB

Cost Accounting Manager: Master Halco

Staff Accountant: Jacobson Companies

Mutual Fund Accountant: Principal Financial Group

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. 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