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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, 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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AeroLeads found 1 current-domain work email signal for Lin Sun Cfp® Chfc®. Compare company email patterns before reaching out.
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.
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Westlake, Texas, US
Other employees you can reach at schwab.com. View company contacts →
Russell Carlton
Colleague at Charles Schwab
Anchorage, Alaska, United States, United States
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VK
Vamsi Kasoju
Colleague at Charles Schwab
Leander, Texas, United States, United States
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JB
Jennifer Bethancourt
Colleague at Charles Schwab
Greater Phoenix Area, United States
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RD
Robert Dilaura
Colleague at Charles Schwab
Castle Rock, Colorado, United States, United States
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MR
Mike Ruplinger, Cfp®
Colleague at Charles Schwab
Grand Rapids Metropolitan Area, United States
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JC
Josué Contreras
Colleague at Charles Schwab
San Marcos, Texas, United States, United States
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JG
Jason Gardella
Colleague at Charles Schwab
Charlotte, North Carolina, United States, United States
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JH
Jeff Hobbs
Colleague at Charles Schwab
Austin, Texas Metropolitan Area, United States
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DK
Doug Knudsen
Colleague at Charles Schwab
Apopka, Florida, United States, United States
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FM
Francika Marku
Colleague at Charles Schwab
Orlando, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Lin Sun Cfp® Chfc® works for Charles Schwab.
Lin Sun Cfp® Chfc® is listed as VP – Sr. Financial Consultant: Helping clients own their tomorrow at Charles Schwab.
AeroLeads has found 1 work email signal at @schwab.com for Lin Sun Cfp® Chfc® at Charles Schwab.
Lin Sun Cfp® Chfc® is based in San Francisco Bay Area, United States, United States while working with Charles Schwab.
Lin Sun Cfp® Chfc® has worked for Charles Schwab, E*Trade Financial, Kelmoore Investment Company, and Prudential Financial.
Lin Sun Cfp® Chfc®'s colleagues at Charles Schwab include Russell Carlton, Vamsi Kasoju, Jennifer Bethancourt, Robert Dilaura, and Mike Ruplinger, Cfp®.
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.
Lin Sun Cfp® Chfc® holds Bachelor Of Arts, Biology, Economics from Brandeis University.
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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