"I believe a personal, thorough, and flexible financial plan is the key to a worry-free life. It gives me a great sense of accomplishment seeing my clients successfully steer through life's storms and mists."

CLAUDIA LIN

As an Economics major, I strongly believe that for every client, there are more efficient ways to allocate their financial resources and to stretch every dollar to its best use. In order to do so, I usually spend a lot of time during the meetings to get to know my clients better. I believe a personal, thorough, and flexible financial plan can make a major difference in one’s life. We work together to make progress on their goals, whether it be saving for a home, retirement, or just a greater sense of security.

Being an immigrant who just recently got married, I especially have passions for those who are just starting out, who want to make changes but need professional guidance on where and how to start. Seeing my clients get through life’s ups and downs, get closer to their goals, and prepare for retirement, are what drives me every day. I am extremely humble and grateful for the opportunities to grow with my clients.

During times when I am not in the meetings or between offices, I enjoy spending time with my husband and my two dogs, exploring new restaurants, traveling, and meeting new friends.