I am committed to help you achieve your financial goals. I will work with you to review your individual financial needs, identify your objectives, design a suitable strategy for you and recommend the best solutions.

I provide financial services to companies & individuals. I keep up with current financial trends and offer outstanding services. I always keep my client's interests in mind and earn their trust as I assist them to attain their objectives. If you're concerned about:

• Wealth preservation/Estate planning
• Business succession strategies
• Retirement planning
• Education funding
• Portfolio management
• Risk Management

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I am confident that my extensive knowledge & experiences can help me deliver the most comprehensive financial planning for you, your families and your businesses.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

Julia Lin is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of California (Ca. Ins. Lic. 0C56511) . No insurance business may be conducted outside this state referenced.

Julia Lin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 1666 S. Wolfe Road Sunnyvale, CA 94087, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California.  No offers may be made or accepted from any resident outside the specific state referenced.

Julia Lin is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the specific state referenced.