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 | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Financial Advisor specializing in comprehensive financial planning for professionals and business owners.

Advised clients in the areas of Retirement Planning, Education Savings, Wealth Preservation and Tax Reduction Strategies

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.

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.

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.