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.
Introducing Yuenman Anne Mak
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.
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.