Lin Gong

Lin Gong

Director, Client Services

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.

With more than two decades of experience as a wealth advisor, Lin brings a great deal of practical experience as well as an analytical rigor to her work. 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.”

Designations and Education

  • Chartered Financial Analyst®

  • B.A. in Economics and Computer Science
    Mount Holyoke College

Community and Industry Affiliations

  • Seattle Chinese Garden Society
    Board member and Treasurer