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Rocky Lin, Cfa Email & Phone Number
Managing Director
at
Beacon Pointe
1 work email found
@bpadvisors.com
2 phones found area 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Rocky Lin, Cfa? Overview
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Quick answer
Rocky Lin, Cfa is listed as Managing Director at Beacon Pointe, based in San Jose, California, United States. AeroLeads shows a work email signal at bpadvisors.com, phone signal with area code 949, and a matched LinkedIn profile for Rocky Lin, Cfa.
Rocky Lin, Cfa previously worked as Board Member at Mercy Beyond Borders and President, Chief Investment Officer at Excelcia Financial Group. Rocky Lin, Cfa holds Ba, Business/Economics, English from Uc Santa Barbara.
Company email context
Email format at Beacon Pointe
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*@bpadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Rocky Lin, Cfa. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Portfolio Management, Global Macro Research, Concentrated Stock, Options, and 8 others.
Current workplace
Rocky Lin, Cfa's current company
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6 roles
Rocky Lin, Cfa work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Jan 2022 - Present
Managing Director
CurrentBeacon 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.
Sep 2011 - Present
President, Chief Investment Officer
Excelcia Financial Group
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.
Oct 2005 - Sep 2011
Hedge Fund Manager
Excelcia Capital Management, Llc
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.
Dec 2006 - Sep 2010
Associate Financial Advisor
Williams, Howie & Associates
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.
Apr 2004 - Oct 2005
3 education records
Rocky Lin, Cfa education
Ba, Business/Economics, English
Uc Santa Barbara
Education record
Lynbrook High School
Education record
Cfa Program
FAQ
Frequently asked questions about Rocky Lin, Cfa
Quick answers generated from the profile data available on this page.
What company does Rocky Lin, Cfa work for?
Rocky Lin, Cfa works for Beacon Pointe.
What is Rocky Lin, Cfa's role at Beacon Pointe?
Rocky Lin, Cfa is listed as Managing Director at Beacon Pointe.
What is Rocky Lin, Cfa's email address?
AeroLeads has found 1 work email signal at @bpadvisors.com for Rocky Lin, Cfa at Beacon Pointe.
What is Rocky Lin, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Rocky Lin, Cfa at Beacon Pointe.
Where is Rocky Lin, Cfa based?
Rocky Lin, Cfa is based in San Jose, California, United States while working with Beacon Pointe.
What companies has Rocky Lin, Cfa worked for?
Rocky Lin, Cfa has worked for Beacon Pointe, Mercy Beyond Borders, Excelcia Financial Group, Excelcia Capital Management, Llc, and Williams, Howie & Associates.
How can I contact Rocky Lin, Cfa?
You can use AeroLeads to view verified contact signals for Rocky Lin, Cfa at Beacon Pointe, including work email, phone, and LinkedIn data when available.
What schools did Rocky Lin, Cfa attend?
Rocky Lin, Cfa holds Ba, Business/Economics, English from Uc Santa Barbara.
What skills is Rocky Lin, Cfa known for?
Rocky Lin, Cfa is listed with skills including Portfolio Management, Global Macro Research, Concentrated Stock, Options, Risk Management, Asset Allocation, Wealth Management, and Etfs.
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