ABOUT
Allin Wealth Management
Allin Wealth Management Inc. was founded in spring of 2021. We foster robust and enduring partnerships with renowned insurance, investment, asset management, and taxation companies nationwide. Our team comprises dedicated professionals with diverse industry accreditations, including Certified Financial Planners (CFP), Chartered Accountants/Chartered Professional Accountants (CA/CPA), and Chartered Financial Analysts (CFA), each bringing extensive expertise and experience to our clients.
With a commitment to providing individually tailored services, we ensure that clients receive the best and most reliable advice to achieve their financial goals. We take pride in offering peace of mind to our clients, knowing they can trust us with their financial plans.
Beyond delivering superior service, Allin Wealth management Inc is dedicated to nurturing a stronger team to support our future growth. We actively seek talented individuals who aspire to excellence, offering a dynamic platform for career development and success. Join us, and together, we can unlock your full potential and achieve unparalleled success.
Meet the Team
Lynn Lin holds a Chartered Professional Accountant (CPA) designation and brings over a decade of extensive experience in the financial sector as a seasoned accountant. With a robust background in insurance, she has honed the ability to offer clients unique insights into their situations from a financial perspective. This dual expertise allows her to provide comprehensive and tailored advice that not only addresses clients' immediate needs but also aligns with their long-term financial goals.
Lynn Lin's deep understanding of both financial management and insurance intricacies ensures that clients receive well-rounded guidance, helping them navigate complex financial landscapes and achieve optimal outcomes.
Alan Tian is a Certified Financial Planner (CFP®). With a passion for helping individuals and families achieve their financial goals, he bring 6 years of experience in the financial services industry. His journey in finance began with a commitment to empowering clients to navigate the complexities of personal finance with confidence and clarity.
As a CFP®, Alan Tian have undergone rigorous training and attained a comprehensive understanding of financial planning principles, including investment management, retirement planning, estate planning, tax strategies, and risk management. His dedication to staying abreast of industry trends and regulations ensures that he provide tailored, informed advice that aligns with each client's unique circumstances and aspirations.
Beyond numbers and portfolios, Alan Tian prioritize building meaningful, long-term relationships with my clients, rooted in trust, transparency, and open communication. Whether it's crafting a retirement strategy, planning for education expenses, or managing wealth across generations, I am committed to guiding my clients every step of the way toward financial security and prosperity.
