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  2. Who We Are

Who We Are

Polaris Advisory is a proud to have a access to a team of financial professionals consisting of  CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST® team. We find customized financial strategies to match our clients’ financial goals. Each of our team members brings in a diverse selection of professionalism and experience.  

We are passionate about working with our clients to pursue their financial independence. Whether you need help with investments, tax strategies, education funding, insurance, employee benefit packages, 401k plans, asset preservation or other retirement and estate planning, our team of financial professionals can assist you with making informed decisions and actively monitor your financial progress.

 

Polaris Advisory and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.

 

 

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Introducing Yuenman Anne Mak

Founder 

Anne kicked off her career in financial services in 1997. After 16 years in the industry, she founded Polaris Advisory. With an advanced education and qualification as a CERTIFIED FINANCIAL PLANNER™, ethics and integrity is part of her DNA. 

More about Anne here

 

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Michelle Lan Lin

LPL Financial Advisor

A registered LPL financial advisor (Series 65), registered LPL financial representative (Series 7 and Series 63), and CERTIFIED FINANCIAL PLANNER™ Michelle has been providing financial services to individuals and corporate clients since 2004. 

More about Michelle here

 

 

 

 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 4087368833
Fax:
Toll Free:

Email: amak@polarisadvisory.com

710 Lakeway Drive Suite 250 , Sunnyvale, CA 94085

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA

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