Back to All People

Client Advisory

Biography

Andy is a Senior Associate based in the San Francisco office. Andy provides support in all client-related activities and account administration to ensure a successful client experience. He assists with asset transfers, prepares investment portfolio reviews, and interfaces with custodians for ongoing account maintenance for clients.

Before joining Cerity Partners, Andy worked as a Client Associate at B|O|S where he managed operational transactions and activities for private and institutional clients. Prior to joining B|O|S, he worked as an Operations and Technology Associate at Rand & Associates.

Learn more about my practice.

Education

  • B.S. in Business Administration and Management from San Francisco State University

Highlights

  • Completed the Certificate Program in Personal Financial Planning from UC Berkeley Extension
  • Series 65 license holder.

Q & A

What do you do in your personal life that helps you help your clients?

I often put myself in my clients’ shoes and think about different ways to better understand, anticipate, and service their needs.

Why is client service important, especially today?

Client service is important because it is the processes and interactions that maintain the relationship with our clients.

What should your clients know the most about you?

They should know that I am kind, thoughtful, and detail-oriented.

Request an Introduction to Andy Lin

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.