Alan Lin, CIMA®

Vice President of Business Development

Alan Lin is the Vice President of Business Development for AOG Wealth Management. He has more than 4 years of financial industry experience in sales/business development. Alan specializes in building relationships with investors and financial intermediaries to deliver diversified solutions for client portfolios.

Previously, Alan was an internal wholesaler for Capital Group/American Funds. There, he worked with financial advisors to create customized portfolios in different investment vehicles including ETFs, mutual funds, SMAs and model portfolios.

Alan graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree I Economics in 2019 and is a Certified Investment Management Analyst®.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.