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Michael Chuan chen Lin

NEW Insight Wealth Advisors

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About Michael Chuan chen Lin

Michael Lin is a financial advisor who has been in the industry for over 17 years. Michael is currently registered with New Insight Wealth Advisors and previously worked at Ameriprise Financial Services, LLC. Michael holds the Series 7 and 66 securities licenses as well as the SIE exam. Michael specializes in providing financial advice and services to individuals and charitable organizations. Michael also has experience working with pension and profit-sharing plans and corporations or other businesses.

Firm Information

Michael Lin is currently registered with NEW Insight Wealth Advisors. NEW Insight Wealth Advisors is a financial advisory firm based in SAN RAMON, CA. The firm manages approximately $258.3 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and pension consulting services. NEW Insight Wealth Advisors is registered with the SEC and has three licensed agents, three investment adviser representatives, and one registered representative.
NEW Insight Wealth Advisors

111 DEERWOOD ROAD

SAN RAMON, CA 94583

$258.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lin’s Registration & Firm History

CA

07/26/2024 - Present

NEW Insight Wealth Advisors (SAN RAMON CA)

CA

02/12/2007 - 01/12/2022

AMERIPRISE FINANCIAL SERVICES, LLC (SAN RAMON CA)

CA

09/27/2004 - 09/29/2006

AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)

MN

09/27/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Chuan chen Lin.
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