James S. Lin

About James S. Lin

GETTING TO KNOW JAMES:Originally from Philadelphia and Boston, I graduated from Franklin & Marshall College with a degree in Economics and earned an MBA in Finance & Strategic Management from The Wharton School of Business at The University of Pennsylvania. Prior to RBC & Merrill, I was an investment analyst at an investment banking firm in San Francisco and a marketing and business development executive at leading Wireless Telecommunication and Internet companies. As an avid backpack traveler in my youth, I enjoy traveling with my family from Lake Tahoe, Hawaii to Asia and Europe. I enjoy healthy eating and am known by my clients as their amateur nutritionist. I also enjoy skiing, yoga, golf, and tennis. My wife, Julie, and I live in Dublin with our two children where I volunteer and root for my son\'s baseball team and my daughter\'s track & field team. Helping clients manage personal and business finances for our clients is a privilege for our team. The Lin Group welcomes those who share our belief that the relationship with a wealth advisor should be a collaborative partnership built on trust.PROFESSIONAL HIGHLIGHTS:• Senior Vice President and Wealth Management Advisor• Wharton MBA in Finance and Strategic Management• Over 20 years of investment and wealth management experienceCONNECT WITH US:• To discuss your financial goals and develop a goal-based wealth management plan to help reach them• If you are looking to optimize retirement accumulation and income planning strategies• If you have company stock options and looking for advice to diversify or manage concentrated stock risk• If you would like a second opinion regarding your wealth management strategiesCONTACT INFO:T 92••••••13 j••••••••@rbc.comhttps://us.rbcwm.com/james.lin*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Experience

1. Senior Vice President-wealth Advisor

   RBC Wealth Management

   Jul 2022 — Present · Walnut Creek, CA, US

   WHY THE LIN GROUP:Taking your retirement vision and helping to build it into a reality.When clients trust us with their personal and financial wellbeing, my team strives to provide exceptional professional service. We consider and use every appropriate resource and capability our firm has to offer to help our clients reach their financial goals.Leveraging the resources, products, and expertise of a world class wealth management firm, we can help clients\' reach personal financial goals or solve business challenges. We operate with the service and mindset of a boutique firm so clients are able to receive the best of both worlds. Our goal is simple, but requires dedication, diligence, and effort. We work with clients to help identify financial goals like retirement or a vacation home and build a financial and investment strategy specific to each client.We advocate a long-term approach to investing and incorporate a goals-based wealth management process to financial management and investing consistent with each client\'s investment goals and risk tolerance. We can develop financial strategies that integrate retirement, liability/credit, college and savings, investment management. In addition, we work with clients on their retirement and concentrated stock diversification strategies as well as their estate plan with their estate attorney.

Education

• The Wharton School

  Master of Business Administration - MBA

  1993 — 1995

• Franklin & Marshall College

  Bachelor's degree

  1986 — 1990