Rocky Lin, Cfa

Rocky Lin, Cfa Email and Phone Number

Managing Director @ Beacon Pointe
San Jose, CA, US
Rocky Lin, Cfa's Location
San Jose, California, United States, United States
Rocky Lin, Cfa's Contact Details

Rocky Lin, Cfa work email

Rocky Lin, Cfa personal email

Rocky Lin, Cfa phone numbers

About Rocky Lin, Cfa

I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing

Rocky Lin, Cfa's Current Company Details
Beacon Pointe

Beacon Pointe

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Managing Director
San Jose, CA, US
Rocky Lin, Cfa Work Experience Details
  • Beacon Pointe
    Managing Director
    Beacon Pointe
    San Jose, Ca, Us
    View
  • Mercy Beyond Borders
    Board Member
    Mercy Beyond Borders Jan 2022 - Present
    Santa Clara, California, Us
    View
  • Beacon Pointe
    Managing Director
    Beacon Pointe Sep 2011 - Present
    Newport Beach, California, Us
    Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
    View
  • Excelcia Financial Group
    President, Chief Investment Officer
    Excelcia Financial Group Oct 2005 - Sep 2011
    Our goal is to help you achieve your investment objectives within your risk profile by optimizing your portfolio for maximum returns. We have built a flexible, world-class investment platform designed to generate efficient, risk-adjusted, after-tax returns to achieve our clients’ financial goals. We apply objective analysis to source, evaluate, and select a broad range of “best-in-class” investment opportunities.
  • Excelcia Capital Management, Llc
    Hedge Fund Manager
    Excelcia Capital Management, Llc Dec 2006 - Sep 2010
    Founder and Portfolio Manager, Company is an Investment Advisor to an affiliated Hedge Fund. Primary strategy is trading exchange listed Equity options and underlying shares. Top-Down Macro overlay that dictates positions in publicly traded stocks and ETFs.
  • Williams, Howie & Associates
    Associate Financial Advisor
    Williams, Howie & Associates Apr 2004 - Oct 2005
    Provided comprehensive financial planning and support to the Private Clients of Williams, Howie & Associates. Was in charge of Model Portfolio Construction, Asset Allocation, Fund Due Diligence and Trading.

Rocky Lin, Cfa Skills

Portfolio Management Global Macro Research Concentrated Stock Options Risk Management Asset Allocation Wealth Management Etfs Stocks Hedge Funds Securities Investments

Rocky Lin, Cfa Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    English
  • Lynbrook High School
    Lynbrook High School
  • Cfa Program
    Cfa Program

Frequently Asked Questions about Rocky Lin, Cfa

What company does Rocky Lin, Cfa work for?

Rocky Lin, Cfa works for Beacon Pointe

What is Rocky Lin, Cfa's role at the current company?

Rocky Lin, Cfa's current role is Managing Director.

What is Rocky Lin, Cfa's email address?

Rocky Lin, Cfa's email address is rl****@****ors.com

What is Rocky Lin, Cfa's direct phone number?

Rocky Lin, Cfa's direct phone number is +194971*****

What schools did Rocky Lin, Cfa attend?

Rocky Lin, Cfa attended Uc Santa Barbara, Lynbrook High School, Cfa Program.

What skills is Rocky Lin, Cfa known for?

Rocky Lin, Cfa has skills like Portfolio Management, Global Macro Research, Concentrated Stock, Options, Risk Management, Asset Allocation, Wealth Management, Etfs, Stocks, Hedge Funds, Securities, Investments.

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