George Lin

George Lin, MBA, CFP(R), currently serves as a Private Wealth Manager at Creative Planning, where responsibilities include developing and implementing strategies for clients' financial, investment, insurance, tax, and estate planning needs, along with business development and client retention efforts. Prior to this role, George gained extensive experience at Vanguard from December 2005 to April 2022 as a Senior Investment Consultant, providing investment guidance, managing a diverse client portfolio, and ensuring client success with asset transfer and account selection. George Lin holds a Master of Business Administration from the W. P. Carey School of Business at Arizona State University and a Bachelor of Science in Economics from UC San Diego.