Lin Wealth Management
Qunnie Lin
Wealth Management Advisor and Principal|CLTC®
Client Testimonial
I have been working with Qunnie for a few years now and this is one connection I am grateful for. She has been able to give great financial support in order to assist myself with a better future for myself and my daughter. She has always remembered a birthday for not only myself but my daughter and has been able to dedicate time to check-in despite my busy schedule. I definitely appreciate her being in my life.
Client Testimonial
We are so thankful for Quinnie and her team! In less than two sessions, she walked us through our goals and proposed a comprehensive plan for achieving them through varying financial models. Quinnie is personable, knowledgeable, and unafraid of opening up about her financial journey in order to put her clients at ease. Those traits made her stand out as a financial advisor and helped us feel confident about our financial future. On the aforementioned traits alone, we’ve gladly recommended Quinnie to several of our friends; however, the most important trait is how accessible Quinnie and her team have been. We’ve always felt like a priority even while we were at the beginning stages of building our wealth. Her team has been phenomenal at accommodating our change requests and answering our financial questions, which has truly made all the difference!
Client Testimonial
I met Qunnie a few years ago and I've been nothing but impressed with her and her team. She is very knowledgeable within the financial industry and does a great job clarifying difficult topics. She was able to clearly define goals tailored for me and gave me confidence in the long run. Her transparency and reliability make me feel comfortable working with her and I hope I can continue to do so.
Client Testimonial
I had the pleasure to start working with Qunnie and her team in 2020, after a search through several other FA's. What immediately stood out was how personal and passionate everyone on Qunnie's team is. Their advice and planning was fully considerate of my goals, both immediate, mid-term and long-term, and they even worked to help develop some more goals I hadn't considered. Beyond that level of thoughtfulness, the entire team has been incredibly available whenever I have a question, or just want to chat. I'm looking forward to a long and prosperous relationship with them, and would highly recommend them to anyone looking for planning help.
Client Testimonial
My favorite thing about working with Qunnie is how transparent and logical she is when it comes to breaking down financials and her suggestions to you. She and her team are also very patient and understanding, and make you feel as though each decision is truly yours to make; and that you are informed about what would work best for you with each product/service offered.
Client Testimonial
It's been a pleasure working with Qunnie and her team these last 2 years! They've all managed my money and insurance policies effectively and efficiently. The communication and collaboration have been excellent, and I can trust them to handle business for me and make decisions that are in my best interest. I'm grateful. I'd recommend them to anyone interested in their services.
Client Testimonial
What a Boss and what a team. Money and Financial Management can feel like cold, emotionless entities. This is not the case with Qunnie and Lin Wealth Management. As a Boss with a reliable and capable staff Qunnie need not bother herself with talking to clients outside of her personal client pool. This is not her way though. While I have my own point person on her team, Qunnie has consulted me multiple times as well about my finances and how to best move forward with my financial future. She even went as far as to personally step in and take over my account when my representative needed to take some extended time away from the office. Whether I am dealing with Qunnie or members of her team I never feel like I'm talking to people who just want to secure my money for their company. They make it a point to check in on my life and well-being. They also make sure that business and management conversations are accompanied by financial education and the full gamut of my options. I am blessed to have found such a gifted and competent team with an excellent leader to guide them.
Client Testimonial
I was lucky to have Qunnie and team helping me with my finance. After meeting numbers of FA, Qunnie and team stand out. They not only provide professional, customized advice but also listen and understand individual's goal and problems. As a highly satisfied client, I would not hesitate to recommend Qunnie to anyone.
Client Testimonial
Qunnie was the first financial advisor for me and my family. She is professional, patient and knowledgeable. I'd recommend Qunnie if you are interested in getting insurance for better protection.
Client Testimonial
Qunnie is a consummate professional and highly recommended. I have extreme confidence in her handling my finances and to anyone else looking to charter a better financial future Qunnie has the knowledge to guide you through
Client Testimonial
Qunnie is so reliable and always willing to answer any financial questions I may have. She really helped me figure out my financial goals and just opened my eyes to finances. She is helping me towards my goal of financial freedom and I don’t know if I could have done it without her.
Client Testimonial
Qunnie is knowledgeable, professional, kind and driven. I highly recommend her to anyone looking for a financial advisor.
Client Testimonial
Great with helping to budget income and expenses. Awesome service for insurance and investment policies. Gives great advice. Will definitely help to you get you on a financial freedom path.
Client Testimonial
Qunnie and her team are very easy to work with and are very professional in the WM field. My wife and I are happy to let them help manage our wealth.
Client Testimonial
Summer 2012 I met Qunnie Lin through an interview for a potential summer internship. At the end of our meeting she had me planning for retirement... I was a sophomore in college and retirement was a topic I had never thought of. Over the past decade Qunnie has helped me plan for retirement, grow my savings accounts and invest in the stock market. While a competent and skilled advisor, what sets Qunnie apart is how much she cares about my financial health and future. Each goal we create incorporates both my personal desires and goals for my entire family. Qunnie periodically encourages me to make incremental changes in my financial portfolio, while upholding the respect that allows me to make the final informed decision. Whenever my family/friends ask me for financial advice I refer them to Qunnie without hesitation. I wholeheartedly trust Qunnie with my financial planning. I am so grateful to have such an awesome mentor and now lifelong friend. I look forward to sharing my family's future success with Qunnie.
Client Testimonial
Lin Wealth Management Team have been invaluable in structuring my finances in an accessible and supportive manner. I have now been a client for four years and trust in their expertise to provide guidance with my future financial planning.
Client Testimonial
Where do I begin? I was truly fortunate to have Qunnie as my first mentor, back when I didn’t even know the value of having someone like her provide me with guidance and insight. Qunnie truly takes the time and is patient with trusting the process and does not give up when things seem low. She’s optimistic and I’m really glad that our paths have crossed because that I know that if I ever need anything, no matter the distance or time that has passed, she will without hesitation be willing to help. Qunnie, thank you for everything and hope to see you soon!
Client Testimonial
Ms. Lin is an exceptional professional who has guided me through the myriad financial products that are available through Lin Wealth Management at Northwestern Mutual. Ms. Lin is personally attentive to all my financial issues and has successfully shown me new and innovative ways to reaching my financial goals. Thank you and keep up the stellar work!!
Client Testimonial
Qunnie and her team are great. They are knowledgeable, helpful, and friendly which is all I could ask for in a financial advisory team. Definitely recommend.
Client Testimonial
Qunnie and her team helped me greatly in achieving my financial goals. She provided advice and explained all my options in detail so I can be smarter with my assets. Highly recommended.
Client Testimonial
Qunnie and her team's work goes above and beyond my expectations. They helped my family and I create a better financial plan tailored for our present situation as well as a path to be in a better financial situation in the future. We will continue to work with her and her team to make our improved future financial situation a realization.