About
Peter began his career in financial services in 2012 and has since dedicated himself to helping clients achieve clarity and confidence in their financial lives. As Vice President with The Oakwood Team at Wealth Enhancement, he specializes in comprehensive, tailored financial planning that aligns with each client’s unique goals and values.
With the Chartered Financial Consultant® designation, Peter brings advanced experience in areas such as retirement planning, tax strategies, risk management, and estate planning. He is passionate about guiding clients through complex financial scenarios whether planning for major life transitions, navigating market uncertainty, or structuring multi-generational wealth strategies.
Outside of work, Peter enjoys exploring the outdoors through backpacking adventures and staying active on the tennis court.
Education
- BS, University of California, Santa Barbara
Resources from Peter Lin
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation