About Jeff Lin

Jeff has been in the financial advisor and insurance industry since 2018. He holds both FIRNA Series 6 License and Life and Health Insurance License. He seeks to establish lifelong professional relationships and trust with clients; and works closely with tax and legal professionals to provide customized financial planning, life insurance, retirement planning, tax optimization strategy and estate planning solutions.
Licensed in states: CA, IA, NV, OR, TX, WA, CO
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Browse Quotes
"Lightup has been an invaluable resource for my financial planning needs. Their customized solutions and expert guidance have helped me achieve my financial goals with confidence and clearity. The experts took the time to understand my family’s unique needs and goals, and provided customized solutions that have helped me save money, reduce my taxes, and invest more wisely. I feel confident and empowered knowing that I have their support on my financial journey. If you're looking for top-notch financial planning services, look no further than Lightup Financial.”
Tyler Lee Senior Software Engineer
"I had the pleasure of working with Lightup on life insurance optimization. They took the time to understand my needs and goals, and provided tailored solutions that have saved me money while providing comprehensive coverage. Their team is knowledgeable, professional, and always available to answer any questions I have. Now I feel confident that I have the right coverage to protect my family and a optimal estate succession plan in place. If you're looking for expert guidance on life insurance solutions, Lightup is the team to trust."
Jenifer Brown Director at TDG
I am delighted to share my outstanding experience with Lightup Tax & Financial. Their personalized approach and commitment to client education were invaluable in guiding me towards an informed decision that aligns with my retirement goals. Their transparency in explaining costs, potential returns, and risks built a strong foundation of trust. The ongoing post-investment support and exceptional customer service further solidified my confidence in their expertise. For a dependable annuity solution that ensures a secure retirement, Lightup Annuities is the top choice.
Ling Yang Senior Statistician
Jeff Lin
Insurance license 4079795

333 Gellert Blvd, Suite 228

Daly City, 94015

Phone number
(206) 596-5688

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