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Michelle P Lin

Blue SKY Capital Consultants Group, Inc.

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About Michelle P Lin

Michelle Lin is a financial advisor with over 13 years of experience in the industry. Michelle is currently registered with Blue Sky Capital Consultants Group, Inc. and is licensed to offer investment advice in California. Michelle holds the Series 66, Series 7, and SIE licenses, and is a Certified Financial Planner. Michelle specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families. Michelle has worked with clients of all ages and income levels, and has a proven track record of helping her clients achieve their financial goals.

Firm Information

Michelle Lin is currently registered with Blue SKY Capital Consultants Group, Inc.. Blue SKY Capital Consultants Group, Inc. is an investment advisor based in POWAY, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals. They manage approximately $247.8 million in assets for 1,249 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm also provides advisory consulting services.
Blue SKY Capital Consultants Group, Inc.

14259 DANIELSON ST.

POWAY, CA 92064

$247.83M

Assets Under Management

Not reported

Total Clients

6

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.

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advisory consulting

Advisory consulting

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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other

Pension consulting fee

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Michelle Lin’s Registration & Firm History

CA

02/02/2024 - Present

Blue SKY Capital Consultants Group, Inc. (POWAY CA)

CA

07/21/2009 - 02/11/2011

QA3 FINANCIAL CORP. (POWAY CA)

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Licenses & Designations

BOTH

Issued 10/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle P Lin.
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