California Insurance License Number OJ01833
David Lien is dedicated to guiding business owners and self-employed professionals with the accumulation and preservation of wealth through comprehensive financial planning, business succession and exit strategies as well as retirement and investment strategies. David utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together they provide professional direction to help clients work towards their financial goals and objectives.
David received his Bachelors degree in Communication Arts and Sciences from the University of Southern California. David holds the Series 7 and Series 66 securities registrations as well as the Life and Health Insurance Licenses. David is a registered representative and Investment Advisor Representative of Securian Financial Services, Inc. member FINRA/SIPC.
Prior to joining Tax & Financial Group, David spent 8 years as a commercial banker with companies such as Wells Fargo and Wachovia where he focused on working with privately held businesses in Southern California.
David resides in Irvine with his wife Laura and their 3 kids, Jon, Tommy and Ashley.