David Lien Email & Phone Number

Financial Advisor @ David White & Associates

5 free lookup(s).

David Lien Location

Irvine, CA, US

David Lien Work

2019 - now Financial Advisor @ David White & Associates
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2016 - 2019 Financial Advisor @ Tax & Financial Group
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2014 - 2014 Financial Advisor @ Edward Jones
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2012 - 2014 Vice President - Relationship Manager @ OneWest Bank
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2010 - 2012 Vice President - Commercial Business Development @ Manufacturers Bank
2007 - 2009 Vice President - Relationship Manager @ Wells Fargo
2004 - 2006 Commercial Loan Officer @ Wells Fargo

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David Lien Education

University of Southern California

David Lien Skills

Financial Planning
Wealth Accumulation
Tax Planning Stategies

Insurance
Investments
Estate Planning
Commercial Lending
Finance
Commercial Banking
Sales

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David Lien Summary

David Lien, based in Irvine, CA, US, is currently a Financial Advisor at David White & Associates. David Lien brings experience from previous roles at Tax & Financial Group, Edward Jones, OneWest Bank and Manufacturers Bank. David Lien holds a University of Southern California. With a robust skill set that includes Financial Planning, Wealth Accumulation, Tax Planning Stategies, Insurance, Investments and more. David Lien has 2 emails and 2 mobile phone numbers on RocketReach.

David Lien Emails

Found 2 emails

David Lien Phone Numbers

Found 5 phone numbers

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Others Named David Lien

David Lien

Financial Advisor at David White & Associates

Irvine, CA, US
2
- sbcglobal.net
- dwassociates.com
5
- +1 714-213-XXXX
- +1 714-680-XXXX
- +1 949-861-XXXX
- +1 949-302-XXXX
- +1 949-223-XXXX
David Lien

VP of Internal Sales and Operations at Meeder Investment Management

United States
2
- meederinvestment.com
- gmail.com
1
- +1 858-337-XXXX

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Top David White & Associates Employees

David Zook

Financial Advisor at David White & Associates

San Ramon, CA, US
4
- gmail.com
- hotmail.com
- dwassociates.com
- yahoo.com
5
- +1 707-208-XXXX
- +1 925-348-XXXX
- +1 707-745-XXXX
- +1 925-277-XXXX
- +1 925-277-XXXX
David Lien

Financial Advisor at David White & Associates

Irvine, CA, US
2
- sbcglobal.net
- dwassociates.com
5
- +1 714-213-XXXX
- +1 714-680-XXXX
- +1 949-861-XXXX
- +1 949-302-XXXX
- +1 949-223-XXXX
Christopher Riel

CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® | Senior Partner at David White & Associates

San Ramon, CA, US
2
- dwassociates.com
- gmail.com
3
- +1 925-628-XXXX
- +1 925-277-XXXX
- +1 925-277-XXXX
Matthew Halick

Financial Advisor at David White & Associates

California, United States
1
- dwassociates.com
2
- +1 925-395-XXXX
- +1 510-673-XXXX
Brendan Halick

Associate Financial Advisor at David White & Associates

San Ramon, CA, US
1
- dwassociates.com
Max Michels

Financial Advisor at David White & Associates

San Ramon, CA, US
1
- dwassociates.com
Connor Silcox

Financial Services Professional at David White & Associates

California, United States
2
- dwassociates.com
- gmail.com
2
- +1 205-623-XXXX
- +1 925-989-XXXX

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