The Professional
Kimi Lin brings over 15 years of experience in sales and marketing from the computer industry to her role at Pantheon Wealth Planning. Today, her focus is on developing effective marketing strategies and streamlining operational processes that help Pantheon’s advisors serve clients more efficiently. She is passionate about building long-lasting relationships and ensuring that every initiative is carried out with clients’ best interests at the center.
Known for her calm and optimistic approach, Kimi thrives in high-pressure environments and helps foster the same positive outlook among her colleagues. In her prior career, she was instrumental in improving cross-department communication and aligning business strategies to drive both client satisfaction and profitability. At Pantheon, she continues to apply this expertise by enhancing workflows, strengthening communication, and supporting the firm’s overall growth.
*Not registered with LPL Financial
The Person
Kimi is active in the community and often volunteers her time. She enjoys teaching Chinese at various non-profit organizations. When not traveling, Kimi loves cooking and baking, going on hikes, and planning the next adventure with her husband and children.
These are a few of Kimi’s favorite things:
Food/Snack: Pastries
Beverage: High Mountain Tea
Restaurant: Japanese cuisine
Season/Holiday: Summer and Thanksgiving
Store: AMAZON
Type of Music/Group: Bossa Nova and Lisa Ono
Movie: Disney series
Hobby/Pastime: Baking
Color: White/Blue
Author/Book: LaoZi, Tao Te Ching
Sport: Table tennis and basketball
Flower/Plant: Tulips and succulents
Travel/Vacation Spot: Taiwan and Japan
Quote: Not all of us can do great things. But we can do small things with great love. ~Mother Teresa
