Lior Assa*, CRPC

CA License #4020958

Lior is a San Diego native with over a decade of experience in the banking industry. As a financial advisor, Lior works closely with clients to develop customized investment strategies based on their financial goals and objectives.

Lior earned his bachelor's degree from the University of California, San Diego (UCSD), where he majored in finance. He went on to earn his Master's in Business Administration (MBA) from the University of Arizona, with a focus on finance and investment management. He is a Chartered Retirement Planning Counselor (CRPC ®), which demonstrates his commitment to helping clients plan for retirement and make informed decisions about their financial futures.

Lior is a registered Investment Advisor Representative, Securities Licensed, and also Life/Health Insurance licensed.