David Lyon: Email & Phone Number

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Founder, Wealth Advisor at Lyon Wealth Advisory|California, United States

Position:

Founder, Wealth Advisor at Lyon Wealth Advisory

Location:

California, United States

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Last updated: 2026-06-19

Updated: 2026-06-19

Found email addresses for David Lyon:

Business emails:

*******@gmail.com

Found phone for David Lyon:

+1-***-***-0461

A different David Lyon?

Work Experience 7 years

Founder, Wealth Advisor at Lyon Wealth Advisory

Jan 2025 - Current

Wealth Advisor at Mariner

Jan 2023 - Jan 2024

Financial Solutions Advisor at Merrill Lynch

Jan 2022 - Jan 2023

Multi-Unit Food-Service Franchise Owner at Taft Point LLC

Jan 2019 - Jan 2022

David Lyon started working in 2019, then the employee has changed 3 companies and 3 jobs. On average, David Lyon works for one company for 1 year 8 months.

David is proficient in English and French. Their professional focus is Cash Flow Management, Estate Tax Planning, and Exit Planning across 3 core areas.

David holds Certified Financial Planner (CFP), Chartered Retirement Planning Counselor, and Enrolled Agent (EA) certifications.

Education

Bachelor of Business Administration - BBA at Boston University

CERTIFIED FINANCIAL PLANNER™ Professional Education Program at College for Financial Planning

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