Financial Planning Consultant
Rebecca Lin is a graduate of Vanderbilt University, where she earned a degree in Economics and a minor in Corporate Strategy. With more than 15 years of experience in the financial services industry, she brings deep expertise and a client-centered approach to serving our clients.
Rebecca earned her Certified Financial Planner™ (CFP®) designation from the College for Financial Planning in 2012. As a Financial Planning Consultant, Rebecca assists in serving our high-net-worth families with their estate planning, retirement planning, and asset protection.
She is actively involved in the professional community and previously served on the Board of Directors for the Financial Planning Association of Greater Memphis.
Outside of work, Rebecca enjoys spending time with her husband, Mark, their children, Christian and Katelyn, and their two French Bulldogs. She is passionate about giving back and volunteers with organizations such as MIFA, Midsouth Food Bank and Junior Achievement. In her free time, she enjoys traveling, exploring the outdoors, discovering Memphis restaurants, and attending comedy shows with her husband.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
