David Lien
Financial Advisor @David White & Associates
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WORK HISTORY
Financial Advisor @David White & Associates
Irvine, 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 – 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.
EDUCATION
University of Southern California
B.A., Communications
SKILLS
ABOUT DAVID LIEN
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.
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