Lin Sun
VP – Sr. Financial Consultant: Helping clients own their tomorrow
- Role
- VP - Senior Financial Consultant at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lin Sun
As a Schwab Sr. Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 65••••••34 or email me at: L••••••@schwab.com.
Experience
VP - Senior Financial Consultant
Jan 2017 — Present
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Education
Brandeis University
Bachelor of Arts, Biology, Economics
1998 — 2002
Skills
- Unified Managed Accounts
- Life Insurance
- Banking and Credit Management
- Corporate Bonds
- Securities
- Charitable Giving
- Municipal Bonds
- Series 10
- 401k Rollovers
- Series 9
- Long Term Care
- Asset Allocation
- Mutual Funds
- Small Business Retirement Plans
- Titling and Beneficiary Designations
- Series 66
- Separately Managed Accounts
- Series 7
- Retirement Planning
- Series 24
- Series 3
- Investments
- College Planning
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