David Lien*

Financial Advisor

David Lien was born in Los Angeles and currently resides in Orange County with his wife, Laura, and his 3 kids Jonathan, Tommy and Ashley. He graduated from USC with a BA in Communications and has been in the financial services industry since 2005.

David is an Investment Advisor Representative with Ameritas Investment Company, holding both the Series 7 and 66 Securities registrations. He is also a certified Life, Health, and Disability Agent with certifications for Long Term Care as well as Annuities. His financial advisor experience has been centered around assisting business owners, professionals, and families reach their financial goals in the areas of:

  • Investment Management and Wealth Accumulation
  • Retirement Planning
  • Business Succession Planning
  • Tax Savings Strategies
  • Estate Planning
  • Insurance Protection (Life, Long Term Care, Disability Income)

Personally, David is active in the USC Alumni community and also supports Loyola Marymount University Men’s Water Polo and Foothill High School Cheer.