Ruby Lin - RBC Wealth Management Financial Advisor

Business details

Category
Financial Services · Financial planner, Financial consultant, Investment service
Address
99 S Almaden Blvd Ste 300, San Jose, CA 95113
Phone
(408) 947-3323
Website
us.rbcwealthmanagement.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

At Ruby Lin - RBC Wealth Management Financial Advisor, we help San Jose families and individuals build clear, confident plans for their money. We offer financial planning and investment services designed around each client's goals, whether that means saving for retirement, growing investments, or preparing for the years ahead.

Our approach starts with understanding where you are today and where you want to be, so every recommendation is tailored to your situation rather than a one-size-fits-all solution. We work with clients across San Jose and Santa Clara County, offering the kind of steady, personal guidance that helps you make informed decisions with peace of mind.

Whether you are just beginning to plan or refining an existing strategy, we are glad to talk through your options.

Learn more on our website.