Jason Lin, Financial Planner
As a member of the Polaris Wealth Management Team, Jason assists in the preparation of comprehensive financial plans for clients. He also prepares stock evaluations, portfolio analysis, income calculations, and alternative investment reviews. His objective is to provide an in-depth analysis to help clients reach their financial goals.
Jason graduated from The University of California, Irvine where he earned two degrees in Economics and Sociology. He is currently studying for the CFP® Exam.
In his free time, Jason enjoys running, reading, and coaching youth basketball.