Position:
Founder, Wealth Advisor at Lyon Wealth Advisory
Location:
California, United States
Found email addresses for David Lyon:
Found phone for David Lyon:
Jan 2025 - Current
Jan 2023 - Jan 2024
Jan 2022 - Jan 2023
Jan 2019 - Jan 2022
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 Exit Planning Advisor®, Certified Financial Planner (CFP), and Chartered Retirement Planning Counselor certifications.
Bachelor of Business Administration - BBA at Boston University
CERTIFIED FINANCIAL PLANNER™ Professional Education Program at College for Financial Planning
What is David Lyon's email address?
SignalHire found a verified business email address for David Lyon: *******@gmail.com.What is David Lyon's phone number?
SignalHire found a verified phone number for David Lyon: +1-***-***-4350.How do I contact David Lyon at Lyon Wealth Advisory?
You can reach David Lyon through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.What is David Lyon's professional background?
David Lyon has 7 years of professional experience. They have held roles including Wealth Advisor, Financial Solutions Advisor, and Multi-Unit Food-Service Franchise Owner at companies such as Mariner, Merrill Lynch, and Taft Point LLC. Their education includes Bachelor of Business Administration - BBA from Boston University, and CERTIFIED FINANCIAL PLANNER™ Professional Education Program from College for Financial Planning.Is David Lyon's contact information up to date?
Yes. David Lyon's SignalHire profile was last updated on 29 May 2026, reflecting their current position as Founder, Wealth Advisor at Lyon Wealth Advisory.SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
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