Jonathan Lien

Principal & Wealth Advisor

Professional Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Series 7 & Series 66 Securities Licenses (LPL Financial)
• California Life & Health Insurance Licensed
• B.S. Finance & Real Estate — Chapman University

Disciplined guidance grounded in clarity, conviction, and stewardship.

Jonathan Lien, CFP® is the Principal and Wealth Advisor of Resilience Wealth Group. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7, Series 66, and California Life Insurance licenses, providing clients with comprehensive financial guidance designed to support long-term wealth building, preservation, and generational transfer.

Raised in Southern California by parents who immigrated to the United States in pursuit of opportunity, Jonathan developed an early appreciation for hard work, responsibility, and resilience. These foundational values continue to guide his approach to both personal stewardship and professional financial advice.

Jonathan studied finance and real estate at Chapman University, earning a Bachelor's Degree in Business Administration. He began his professional career in commercial real estate analysis before discovering his true passion in personal financial services. He started his wealth management career at Edward Jones, building his practice from the ground up and successfully managing a thriving advisory business for over 7 years. That experience shaped his long-term perspective on wealth management and reinforced the importance of disciplined execution across market cycles.

Jonathan's approach to advising is client-centered and planning-led, placing high value on personal relationships and transparent dialogue. He believes sound financial decisions begin with listening to and understanding a client's core values, family dynamics, and long-term objectives — then designing strategies that provide clarity and consistency through changing market conditions and life transitions. Earning the CFP® designation reflects his ongoing commitment to professional excellence and rigorous fiduciary standards.

Jonathan's Advisory Focus

Personal Life & Values

Jonathan is married to his wife, Fio, and together they share a faith in God that shapes their commitment to stewardship, integrity, and community service. Both are actively involved in their local church community in Orange County.

An avid traveler, Jonathan has visited more than 35 countries — experiences that have broadened his global perspective and deepened his appreciation for diverse cultures and international economics. In his free time, he lives an active lifestyle, spending time at the gym, unwinding in the sauna with a good book, or enjoying the coastal beaches of Newport and Laguna.