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@rbc.com
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2 phones found area 650
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James S. Lin, Mba, Crpc®, Cpfa is listed as Senior Vice President, Wealth Management Advisor at RBC Wealth Management, a company with 6359 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at rbc.com, phone signal with area code 650, and a matched LinkedIn profile for James S. Lin, Mba, Crpc®, Cpfa.
James S. Lin, Mba, Crpc®, Cpfa previously worked as Senior Vice President-Wealth Advisor at Rbc Wealth Management and Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. James S. Lin, Mba, Crpc®, Cpfa holds Master Of Business Administration - Mba, Finance And Strategic Management from The Wharton School.
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AeroLeads found 1 current-domain work email signal for James S. Lin, Mba, Crpc®, Cpfa. Compare company email patterns before reaching out.
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 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, 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 925 949-5213 james.lin@rbc.comhttps://us.rbcwm.com/james.lin*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
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Walnut Creek, California, United States
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.
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
Nevio Rafaelic
Colleague at Rbc Wealth Management
Toronto, Ontario, Canada, Canada
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Sarah Schneeberger
Colleague at Rbc Wealth Management
Minneapolis, Minnesota, United States, United States
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RF
Riham Feshir
Colleague at Rbc Wealth Management
St Paul, Minnesota, United States, United States
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Sarah Troy
Colleague at Rbc Wealth Management
Jersey, Jersey
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Laura Rehlander
Colleague at Rbc Wealth Management
Greater Minneapolis-St. Paul Area, United States
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Emin Yusufov, Cfa
Colleague at Rbc Wealth Management
Toronto, Ontario, Canada, Canada
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Adam Garen
Colleague at Rbc Wealth Management
Greater Minneapolis-St. Paul Area, United States
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Nick Sibenaller
Colleague at Rbc Wealth Management
Minneapolis, Minnesota, United States, United States
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SS
Skyler Sandry
Colleague at Rbc Wealth Management
Quad Cities Metropolitan Area, United States
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JG
John Goodwin
Colleague at Rbc Wealth Management
Albuquerque, New Mexico, United States, United States
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Quick answers generated from the profile data available on this page.
James S. Lin, Mba, Crpc®, Cpfa works for RBC Wealth Management.
James S. Lin, Mba, Crpc®, Cpfa is listed as Senior Vice President, Wealth Management Advisor at RBC Wealth Management.
AeroLeads has found 1 work email signal at @rbc.com for James S. Lin, Mba, Crpc®, Cpfa at RBC Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 650 for James S. Lin, Mba, Crpc®, Cpfa at RBC Wealth Management.
James S. Lin, Mba, Crpc®, Cpfa is based in San Francisco Bay Area, United States, United States while working with RBC Wealth Management.
James S. Lin, Mba, Crpc®, Cpfa has worked for Rbc Wealth Management and Merrill Lynch Wealth Management.
James S. Lin, Mba, Crpc®, Cpfa's colleagues at RBC Wealth Management include Nevio Rafaelic, Sarah Schneeberger, Riham Feshir, Sarah Troy, and Laura Rehlander.
You can use AeroLeads to view verified contact signals for James S. Lin, Mba, Crpc®, Cpfa at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
James S. Lin, Mba, Crpc®, Cpfa holds Master Of Business Administration - Mba, Finance And Strategic Management from The Wharton School.
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