portrait of Jonathan Lien
FINANCIAL ADVISOR

Jonathan Lien,

CFP®
16485 Laguna Canyon Rd Ste 255 Irvine, CA 92618 opens in a new window
Call Send Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Socially Conscious Investing

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Vintage Cars
  • Real Estate

Contact Me

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 07:30PM
Tuesday 08:00AM - 07:30PM
Wednesday 08:00AM - 07:30PM
Thursday 08:00AM - 07:30PM
Friday 08:00AM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(844) 297-0960

Branch Team

  • Linda Garrido
    Branch Office Administrator

Office Address

16485 Laguna Canyon Rd Ste 255
Irvine, CA 92618opens in a new window

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