Talk to us Meet Lina
What do you enjoy most about wealth management?
How rewarding it feels to make a difference in helping clients achieve their goals and improve their overall financial well-being.
What's the biggest challenge?
Helping clients stay focused on their long-term plan while mitigating their fear of missing out (FOMO) on a potential trend and/or investment that may result in unnecessary risk.
What do you love most about being part of Aspiriant?
The breath of our team, our core values as a firm and our growth mindset.
What qualities of yours makes you best suited to what you do?
Being genuine. Having empathy toward others’ needs and concerns. Being resourceful, a good listener and having the ability to propose creative solutions.
How should people think about their wealth?
Wealth provides an opportunity to create a comfortable and fulfilling lifestyle and legacy for future generations.
What do you love to do outside of work?
Being with family and having new experiences whether trying new restaurants, traveling to new places and/or trying new activities. I always like to challenge myself to step out of my comfort zone.
What personal accomplishments are you most proud of?
Being able to give back to the community through pro-bono work focusing on educating and promoting financial literacy for families, individuals and the younger generations.
Bio
Lina joined Aspiriant in 2022 and serves as a Senior Manager in Wealth Management in Silicon Valley. She has more than a decade of experience within the financial services industry and serving high-net-worth individuals and families. In addition to her client service responsibilities, Lina is a member of Aspiriant’s Women Taking Charge and Liquidity Events committees and serves as a subject matter expert on marriage and divorce for the firm.
Prior to joining Aspiriant, Lina was a senior wealth advisor for an independent wealth management firm based in Plantation, FL. She also served as a financial advisor for Merrill Lynch Wealth Management based in Florham Park, NJ.
Lina earned a Bachelor of Arts degree in Economics and a Bachelor of Science in Business Administration, with a concentration in International Business and Marketing, from Montclair State University and graduated cum laude. Additionally, Lina obtained her Series 7, 66, and 2-15 licenses. She is also a Certified Exit Planning Advisor (CEPA®), a Certified Divorce Financial Analyst (CDFA®) and a Chartered Special Needs Consultant (ChSNC®).
In her free time, Lina volunteers for several organizations that promote financial literacy in addition to taking on different pro-bono projects. She also likes to travel and spend time with family and friends – splitting her time between New York and Florida.
