Lin Gong

Fluent in Mandarin Chinese and English, Lin has more than two decades of experience as a wealth advisor and brings a great deal of practical experience and analytical rigor to her work. “One of the best things about my work,” Lin says, “is the positive impact I can have on clients’ lives.” That includes the gift of time, as she oversees all aspects of your wealth plan – from investments, to insurance, to perhaps a trust that optimizes your estate plan.

Lin’s aim is to get all the gears of your financial life working together and moving you closer to the life you want. As Lin orchestrates all of that, you then have the assurance and the time to focus on what you care most about. Just as important, she can clearly answer your questions and explain the rationale behind her suggestions. “Above all, we want each client to have full confidence in what we’re doing for them and why.”