Lin Gong

Fluent in Mandarin Chinese and English, Lin has more than two decades of experience as a wealth advisor and brings a great deal of practical experience and analytical rigor to her work. Lin says that one of the best things about her work is the positive impact she can have on clients’ lives. That includes the gift of time, as she oversees all aspects of the client's wealth plans – from investments to insurance, to perhaps a trust that optimizes their estate plan.

Lin’s aim is to get all the gears of clients' financial life working together and move them closer to the life they want. As Lin orchestrates all of that, you then have the assurance and the time to focus on what you care most about. Just as important, she can clearly answer your questions and explain the rationale behind her suggestions.

She is a Chartered Financial Analyst® and holds a B.A. in Economics and Computer Science from Mount Holyoke College.