About Julia Lin

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Julia H. Lin, CPA, MBA

Julia specializes in assisting high net worth individuals & business owners. She focuses on financial and tax planning strategies, retirement planning, business succession planning, and estate planning.

Julia graduated from the University of Massachusetts, with a MBA degree in Finance. She is a CPA and an Investment Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative with NYLIFE Securities LLC. She is a life Member of MDRT.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.



  • An Affordable Insurance Solution

    A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

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