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David Lien is listed as Financial Advisor at David White & Associates, based in Irvine, California, United States. AeroLeads shows a work email signal at sbcglobal.net and a matched LinkedIn profile for David Lien.
David Lien previously worked as Financial Advisor at Tax & Financial Group and Financial Advisor at Edward Jones. David Lien holds B.A., Communications from University Of Southern California.
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I am a financial advisor who focuses on providing comprehensive financial planning to professionals and business owners. I partner with David White & Associates, one of the largest independent financial planning firms in California with over 50 years in business.I have been in the financial services industry since 2004 where I have served as both a financial advisor and a business banker. I have found that successful people have a well thought out financial plan and they check their progress on a regular basis. Being proactive, as opposed to reactive, can mean the difference in realizing your goals …. or not.As you assess your own personal financial picture, ask yourself a few questions;*What is your personal net worth goal? What is your plan to achieve it?*Is your Estate Plan updated?*If you are a business owner, do you have a formal business succession plan? What happens to your business if something happens to you unexpectedly?*Do you have a well thought out Retirement Plan? What assumptions have you made? How will you replace your income in retirement?*Are you building your personal wealth in the most tax efficient manner?*How will you address a Long Term Care event for you or a family member in the future?*Do you have a well thought out legacy plan for your family?*When should you start taking Social Security? Have you evaluated your options?What else is on your mind? Let's start a discussion.
Listed skills include Financial Planning, Business Succession, Business Transition Planning, Estate Planning, and 17 others.
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A career timeline built from the work history available for this profile.
San Ramon, CA, US
Financial Advisor focused on comprehensive financial planning for professionals and business owners.David Lien offers products and services using the following business names: David White & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments |.
Newport Beach, CA, US
Financial Advisor specializing in comprehensive financial planning for professionals and business owners.
St. Louis, MO, US
Advised clients in the areas of Retirement Planning, Education Savings, Wealth Preservation and Tax Reduction Strategies
Raleigh, North Carolina, US
Provided financial advise and competitive solutions in the areas of Working Capital Lines of Credit, Commercial Real Estate Financing and Cash Management to middle market companies.
Sold commercial lending to middle market companies in Southern California with annual sales of $5MM-$100MM. Areas of focus included working capital lines of credit, commercial real estate and SBA financing.
San Francisco, California, US
Handled business development, managing and growing client relationships and partnering with other business units to maximize revenue. Areas of focus include C&I lending, commercial real estate lending, business deposits, treasury management, foreign exchange, derivatives and equipment leasing.
San Francisco, California, US
Focused on customer acquisition and relationship management of small to mid size privately held companies. Areas of expertise included commercial real estate financing, working capital loans and lines of credit, and equipment financing/leasing.
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David Lien works for David White & Associates.
David Lien is listed as Financial Advisor at David White & Associates.
AeroLeads has found 1 work email signal at @sbcglobal.net for David Lien at David White & Associates.
David Lien is based in Irvine, California, United States while working with David White & Associates.
David Lien has worked for David White & Associates, Tax & Financial Group, Edward Jones, Onewest Bank, and Manufacturers Bank.
You can use AeroLeads to view verified contact signals for David Lien at David White & Associates, including work email, phone, and LinkedIn data when available.
David Lien holds B.A., Communications from University Of Southern California.
David Lien is listed with skills including Financial Planning, Business Succession, Business Transition Planning, Estate Planning, Investments, Retirement Income Strategies, Commercial Lending, and Finance.
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