David Lyon

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: 2026-05-29
Updated: 2026-05-29

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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 7 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 Exit Planning Advisor®, Certified Financial Planner (CFP), and Chartered Retirement Planning Counselor certifications.

Education

Bachelor of Business Administration - BBA at Boston University

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

Frequently Asked Questions

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?

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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.

David Lyon Namesakes

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Position
David Lyon
Vice President of Engineering
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David Lyon
Driver
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David Lyon
Banquet Captain
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