Sharon Lin, Agent with New York Life

Sharon Lin, Agent with New York Life To help educate individuals on the importance of life insurance and financial strategies. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Lif

e Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Office address:
2633 Camino Ramon, Suite 525

My CA Insurance license number is 4010417

A thoughtful pause to reflect on lasting impact.
05/28/2026

A thoughtful pause to reflect on lasting impact.

Money doesn’t have to come between you. It can bring you closer.For many couples, talking about finances is tough. Diffe...
05/26/2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

Opportunity requires action.
05/21/2026

Opportunity requires action.

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure ...
05/19/2026

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure that your wishes are followed. Watch this video and reach out today so we can discuss estate planning strategies that are right for you.
https://bcove.video/4kq68xR

05/14/2026
Your approach to money says a lot about you.Some people are comfortable taking risks for growth. Others prefer knowing t...
05/12/2026

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.

https://bit.ly/4uBQYuS
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Wow! What a great national workshop I attended for some of the top producers from around the country.  Got to meet with ...
05/09/2026

Wow! What a great national workshop I attended for some of the top producers from around the country. Got to meet with some amazing peers as well as listen to outstanding panel discussions and platform speakers. Excited to share ideas I have learned with clients.

The impact of guidance and care lasts a lifetime.
05/07/2026

The impact of guidance and care lasts a lifetime.

Money doesn’t come with a roadmap, but your goals still need directions.That’s where a financial advisor helps. Not just...
05/05/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4d7KuwM

I recently attended a workshop for financial advisors around the country.  It was a great opportunity to listen to outst...
05/02/2026

I recently attended a workshop for financial advisors around the country. It was a great opportunity to listen to outstanding speakers, participate in breakout groups, and share some fellowship with peers from around the country.

Address

2633 Camino Ramon
San Ramon, CA
94583

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