Celine Lin
Insurance & Financial Planning Advisor
Education
MBA, Tianjin University of Finance and Economics
Professional Experience
With over 10 years of corporate accounting and financial planning experience, I have deep understanding of small and medium business structures, corporate surplus management, shareholder dividend strategies, and holding company design.
Years of hands-on experience enable me to accurately identify business owners core needs in financial planning and wealth management, providing practical and actionable solutions.
Areas of Expertise
- Corporate Tax Planning & Optimization
- Shareholder Dividend Strategy Design
- Holding Company Structure Setup
- Life Insurance & Corporate Tax Integration
- IFA (Policy Loan) Planning
- IPP Retirement Planning
- Wealth Transfer & Estate Planning
Service Philosophy
I excel at integrating life insurance, corporate taxation, policy loans, retirement planning, and wealth transfer to create comprehensive, executable strategies for business owners and individual family.
I believe every client situation is unique, which is why I always provide personalized consulting services to ensure solutions truly meet clients actual needs and long-term goals.