Michelle Lin MSBA, CFP®
CA Insurance License #4173140
Michelle is a Lead Planner and Partner at Blue Sky Capital Consultants Group, where she has been a vital member since 2008. She assists individuals, families, and business owners in navigating their financial challenges, steering them away from potential financial blind spots, and ensuring they are well-positioned to achieve long-term financial success.
Michelle completed a Master of Science degree with dual emphases in Financial & Tax Planning and Entrepreneurship from San Diego State University. She holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as Series 7, Series 66, and a CA Accident, Health, and Life Insurance license.
Michelle serves as a personal CFO for her clients. She is passionate about educating and empowering them to make a meaningful impact in their lives. She is dedicated not only to helping her clients achieve their financial goals but also to giving them the confidence and knowledge needed to make informed decisions for their future.
When away from the office, Michelle enjoys traveling, exploring new cuisines, recreating dishes she’s sampled at restaurants, and spending quality time with family and friends. As a proud mother, she enjoys watching her daughter grow and discover the world. This personal experience adds a deeper level of empathy and understanding when working with families and addressing their financial planning needs. She is fluent in English, Mandarin Chinese, and Taiwanese. Ask her about her favorite travel destination!