Portfolio Category: Advisors

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Will Lin

Will Lin
As a consultant in the financial services industry, Will Lin is a well-respected speaker on a wide range of financial subjects. Since 2012, he has been conducting a popular series of financial workshops aimed at helping people understand the financial planning process and make better financial decisions. Will holds Series 6, 63, and 65 securities licenses as…
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Ellena Chen

Ellena Chen
Having aspirations in both music and business, Ellena received Bachelors degrees in both music and marketing, and later obtained two Masters degrees in piano performance as well as in management. After working in the music field as musician, teacher, and administrator/fundraiser for numerous arts and non profit organizations for 2 decades, Ellena transitioned into the…
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Kaushal Trivedi

Kaushal Trivedi
Kaushal has a vision that clients deserve a qualified, honest, and dedicated financial consultant who can provide comprehensive financial solutions with the client's best interest as the top priority. Since 2013, Kaushal has successfully helped many families achieve their goals towards their secure financial future. As a consultant in the financial services industry, Kaushal is…
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