Michael Lin
Director, Wealth Management
Mike is a Director of Wealth Management at Choreo, where he is committed to committed to championing his clients' success through tailored financial solutions, including retirement planning, investment strategies, college funding, and estate planning. With over 10 years of experience in wealth management, Mike focuses on providing the resources, tools, and knowledge necessary to help clients navigate and thrive in both their personal and financial lives. He takes great pride in seeing his clients regain control and excitement about their financial future, empowering them with a comprehensive approach to planning that aligns with their unique goals.
Mike provides high-net-worth individuals with independent, objective financial advice. His team works tirelessly to identify the best solutions in all areas of personal finance, helping clients achieve financial freedom and build a successful retirement plan. Mike's dedication to client success is matched by his passion for community involvement, where he contributes his time and energy to local initiatives.
In his personal time, Mike enjoys design, music and creating spaces that spark joy. Prior to joining Choreo, he was a Wealth Advisor with RSM US LLP and held a position at Core International, a management consulting firm.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Series 65 security license
- Financial Planning Association
EDUCATION
- B.S., Finance, University of Maryland
- B.S., Operations Management Systems, University of Maryland
