George Lin, MBA, CFP®
Wealth Manager
George serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly two decades of experience in the financial services industry, George has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, George worked for an independent investment advisory firm as an investment consultant.
George received his Bachelor of Science degree in economics from the University of California, San Diego, and his Master of Business Administration degree from Arizona State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
George and his wife, Julie, enjoy traveling, watching movies and spending time with their children, Ezekiel and Joanna.
Articles by George Lin, MBA, CFP®
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