Qunnie Lin, CLTC®

Financial Advisor

Professional

Raised by a hard-working Chinese family, Qunnie Lin immigrated to the US at twelve years old in pursuit of the American dream. Ten years later, Qunnie earned her degree in finance and was selected for Northwestern Mutual’s internship program, thus embarking on a lifelong career of helping clients achieve their own dreams.

Fast-forward to the present and Qunnie’s continued hard work has been evidenced by various invites to public speaking engagements, numerous top advisor awards and accolades, and recognition across the industry as a force for women and minorities in the financial services.

Qunnie now leads a strong team of experts and she mentors advisors and interns that have graduated from renowned universities such as Columbia and NYU. To date, Qunnie and her team have proudly served over 1500+ clients. 

The team takes a holistic view toward financial planning with emphasis on, but not limited to:

  • Millennial financial strategies,
  • Women in business,
  • Family financial planning, and
  • Financial planning for medical/dental practitioners and workers in the healthcare industry.

The mission, however, remains the same for all clients regardless of gender, career, or familial situation. Qunnie and her team are dedicated to building and improving each client’s relationship with their money. The team strives to educate individuals on the many layers of financial planning and put forth multi-faceted strategies to ensure each client is effectively attaining and preserving wealth for now and the future.

   

 

 

Years of Experience

Representing Northwestern Mutual since 2011.

Education

Degree Major Institution
Bachelor of Science Finance State University of New York at Buffalo
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck