G

George Lin's
email & phone

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Current Position:

Private Wealth Manager at Creative Planning

Experience:

20 years

Location:

Charlotte, North Carolina

How to contact George Lin

Last updated:2025-04-01
emailg******l@creativeplanning.com
phone+1-***-***-3403
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Analytics

According to LinkedIn George Lin started working on 2005, then the employee has changed 1 company and 8 jobs. On average, George Lin works for one company for 2 years 2 months. George Lin has been working as a Private Wealth Manager for Creative Planning for 884 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Private Wealth Manager at Creative Planning

Apr 2023 - Current

Financial Planner at Creative Planning

Apr 2022 - Apr 2023

Senior Investment Consultant at Vanguard

Jul 2021 - Apr 2022

Investment Consultant at Vanguard

Dec 2019 - Jul 2021

Annuity Specialist at Vanguard

Dec 2016 - Dec 2019

Operations Associate at Vanguard

Dec 2015 - Dec 2016

529 College Savings Plan specialist at Vanguard

Dec 2010 - Dec 2015

Customer Service Representative at Vanguard

Dec 2007 - Dec 2010

Small Business Retirement Plan specialist at Vanguard

Dec 2005 - Dec 2007

Education

Master of Business Administration - MBA at Arizona State University - W. P. Carey School of Business

Bachelors of Science at University of California San Diego

Current Company Information Creative Planning

Name: Creative Planning

Speciality: Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, Institutional

Location: Overland Park, Kansas, United States

Employees: 1000-5000

HQ Phone: 833-416-4702

Description: Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.*...

Frequently Asked Questions

How long has George Lin been working as a Private Wealth Manager?

George Lin's total experience in various companies as a Private Wealth Manager 2 years 5 months.

What is George Lin's minimum period of employment in the companies?

George Lin's minimum period of employment in various companies is 9 months.

What is George Lin's average duration of employment for different companies?

On average, George Lin works for one company for 2 years 2 months

What industries has George Lin worked in?

George Lin works in the Financial Services.

What positions has George Lin held before?

Previously, George Lin worked as a Financial Planner, and Senior Investment Consultant, and Investment Consultant, and Annuity Specialist, and Operations Associate.

How do I contact George Lin?

George Lin's email address is g******l@creativeplanning.com, phone number is +1-***-***-3403. Sign up to get contact details.

Who is the President & CEO of the Creative Planning?

The President & CEO of the Creative Planning is Peter Mallouk

Who are George Lin's peers at other companies?

George Lin's peers at other companies are Wasim Akram and Richard Winters and Yash Nogja
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George Lin Namesakes

Name
Company
Position
G
Macnica ANStek
PM
G
NanoSigma Biotch Co.,Ltd
General Manager
G
Business Development Manager
g
Blue Bridge Combustion Technologies Ltd.
Chief Engineer
g
B&P Fashion(shoes business)
Sales Manager

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