CoverProfile

Michael Lin

Private Wealth Advisor

New Insight Wealth Advisors

United States, California, San Ramon

About Me

Michael Lin specializes in financial planning and wealth management strategies for clients. He began as a Financial Advisor at Ameriprise in 2004 joined Michael Lee in 2011. Michael holds a Bachelor’s degree from the University of California, Berkeley. He is a Member of the Dean’s Advisory Council of the College of Environmental Design at Berkeley. He has also served as a Reader evaluating freshman admissions applications to UC Berkeley for 17 of the last 20 years. He and his wife, Kim, have two sons - James, 13, and Aaron, 9. Michael enjoys cooking, making sourdough, and various creative projects like woodworking, arts & crafts, and architecture.

Profile Information

Private Wealth Advisor

New Insight Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Ramon

California

United States

Jul 27, 2025

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