Peter Lin
Senior Vice President, Financial Advisor
ChFC®
Contact Peter
Team Office
Peter’s Locations
Los Angeles, CA 90025 (310) 772-2600
About Peter
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
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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