Jialin is an analyst at Robertson Stephens, working in advising ultra-high net worth clients in the areas of retirement planning, tax planning, and estate planning. She also supports the team in operations, account maintenance, and client services.
Previously, Jialin worked at LFS Wealth Advisors as a paraplanner and financial analyst in San Ramon, California. Prior to that, she worked at Wells Fargo Bank and earned her bachelor’s degree from the University of California, Irvine.
Jialin resides in the San Francisco Bay Area with her husband, son, and Shiba Inu, where she enjoys spending time with her family after work and during the weekend.
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