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    Lin Yan

    Lin Yan is a Financial Advisor with extensive experience in wealth management. He previously worked as a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management from March 2018 to November 2022, a position he held for 4 years and 9 months.2 Lin Yan holds the CPWA® (Certified Private Wealth Advisor) and CIMA® (Certified Investment Management Analyst) certifications, which are advanced professional designations for advisors serving high-net-worth clients and specializing in portfolio management.2

    Currently, Lin Yan appears to be associated with Morgan Stanley, where he likely continues his work as a Financial Advisor.1 His areas of expertise include:

    • Retirement planning
    • Investing strategies
    • Family financial planning
    • Business planning
    • Philanthropic management

    Lin Yan's approach to wealth management is characterized by tailored financial solutions, holistic wealth management, and a focus on building long-term client relationships.1 He brings academic rigor and a methodical approach to helping clients define and work toward achieving their financial and life goals, with a particular focus on concentrated stock position strategies, alternative investments, and ESG Investing.1

    Highlights

    May 1 · med.nyu.edu
    Yan Lin, MD - NYU Langone Health
    Lin Yan | Cupertino, CA | Morgan Stanley Wealth Management
    Lin Yan | Cupertino, CA | Morgan Stanley Wealth Management
    Yanbin Lin-Sim : - Steward Partners
    Yanbin Lin-Sim : - Steward Partners

    Related Questions

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    Location

    San Francisco Bay Area