Jack Lin

I have been helping people achieve their financial goals since 2013.

It is my privilege to meet a broad spectrum of clients from all different backgrounds with recent focus on affluent clientele for their sophisticated financial advice needs. Although their goals, objectives and preferences differ in various way but their desires for strategic advice remains consistent.

From the collective experiences, made me realized that my role is not merely listening and providing financial advice but being a financial coach assisting my clients to navigate and understand the complex world of finance.

Whether it is holding their hands to help them take the baby steps or giving them peace of mind knowing their financials goals are achievable. This is something that I am passionate and never get tired of.