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Lin Sun Cfp® Chfc® Email & Phone Number

VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab
Location: San Francisco Bay Area, United States 7 work roles 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email l****@schwab.com
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Current company
Charles Schwab
Role
VP – Sr. Financial Consultant: Helping clients own their tomorrow
Location
San Francisco Bay Area, United States

Who is Lin Sun Cfp® Chfc®? Overview

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Quick answer

Lin Sun Cfp® Chfc® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Lin Sun Cfp® Chfc®.

Lin Sun Cfp® Chfc® previously worked as VP - Senior Financial Consultant at Charles Schwab and VP - Financial Consultant at Charles Schwab. Lin Sun Cfp® Chfc® holds Bachelor Of Arts, Biology, Economics from Brandeis University.

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Email format at Charles Schwab

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for Lin Sun Cfp® Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Lin Sun Cfp® Chfc®

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 650-358-5534 or email me at: Lin.Sun@schwab.com.

Listed skills include Investments, Mutual Funds, Asset Allocation, Series 7, and 6 others.

Current workplace

Lin Sun Cfp® Chfc®'s current company

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Charles Schwab
Charles Schwab
VP – Sr. Financial Consultant: Helping clients own their tomorrow
San Francisco
Website
schwab.com
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7 roles

Lin Sun Cfp® Chfc® work experience

A career timeline built from the work history available for this profile.

Vp - Senior Financial Consultant

Current
Charles Schwab

Westlake, Texas, Us

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Jan 2017 - Present

Vp - Financial Consultant

Charles Schwab

Westlake, Texas, Us

Dec 2012 - Dec 2016

Relationship Manager/Assistant Branch Manager

E*Trade Financial

Us

Aug 2006 - May 2008
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts →

DJ David Jennings David Jennings Colleague at Charles SchwabOmaha Metropolitan Area, United States View → HR Hunter Robertson Hunter Robertson Colleague at Charles SchwabRoanoke, Texas, United States View → CH Carolyn Haan Carolyn Haan Colleague at Charles SchwabUnited States View → DZ Dunhui(Adam) Z. Dunhui(Adam) Z. Colleague at Charles SchwabLone Tree, Colorado, United States View → EB Elizabeth Bustamante Elizabeth Bustamante Colleague at Charles SchwabSouth San Francisco, California, United States View → NQ Nayeem Qureshi Nayeem Qureshi Colleague at Charles SchwabSan Francisco, California, United States View → HK Hannah Krumreich, Cfp®, Cws®, Mba Hannah Krumreich, Cfp®, Cws®, Mba Colleague at Charles SchwabGreater Phoenix Area, United States View → BN Bobby Nellis Bobby Nellis Colleague at Charles SchwabKeller, Texas, United States View → DH Donato Hernandez, Ctprp Donato Hernandez, Ctprp Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States View → JI Jessica Iskrzycki Jessica Iskrzycki Colleague at Charles SchwabChicago, Illinois, United States View →
1 education record

Lin Sun Cfp® Chfc® education

  • Brandeis University
    Brandeis University
    Economics
FAQ

Frequently asked questions about Lin Sun Cfp® Chfc®

Quick answers generated from the profile data available on this page.

What company does Lin Sun Cfp® Chfc® work for?

Lin Sun Cfp® Chfc® works for Charles Schwab.

What is Lin Sun Cfp® Chfc®'s role at Charles Schwab?

Lin Sun Cfp® Chfc® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab.

What is Lin Sun Cfp® Chfc®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Lin Sun Cfp® Chfc® at Charles Schwab.

Where is Lin Sun Cfp® Chfc® based?

Lin Sun Cfp® Chfc® is based in San Francisco Bay Area, United States while working with Charles Schwab.

What companies has Lin Sun Cfp® Chfc® worked for?

Lin Sun Cfp® Chfc® has worked for Charles Schwab, E*Trade Financial, Kelmoore Investment Company, and Prudential Financial.

Who are Lin Sun Cfp® Chfc®'s colleagues at Charles Schwab?

Lin Sun Cfp® Chfc®'s colleagues at Charles Schwab include David Jennings, Hunter Robertson, Carolyn Haan, Dunhui(Adam) Z., and Elizabeth Bustamante.

How can I contact Lin Sun Cfp® Chfc®?

You can use AeroLeads to view verified contact signals for Lin Sun Cfp® Chfc® at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Lin Sun Cfp® Chfc® attend?

Lin Sun Cfp® Chfc® holds Bachelor Of Arts, Biology, Economics from Brandeis University.

What skills is Lin Sun Cfp® Chfc® known for?

Lin Sun Cfp® Chfc® is listed with skills including Investments, Mutual Funds, Asset Allocation, Series 7, Banking And Credit Management, Small Business Retirement Plans, Titling And Beneficiary Designations, and College Planning.

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