Jin Liu, CPWA®, CIMA®

As a Wealth Advisor, Jin cultivates and maintains client relationships. Her primary focus is understanding their current position, uncovering their needs and working toward their end goal. She works closely with her colleagues to strengthen and deepen connections. Jin is also responsible for servicing accounts, processing client requests and onboarding.

Prior to joining The Lerner Group, Jin worked for a Fortune 500 company and has over 10 years of experience as an accountant and internal audit professional. Jin is a native of China where she obtained a bachelor's degree in business management from the Sichuan Agricultural University. After moving to the United States, Jin received her master’s degree in accountancy from DePaul University. She is fluent in Mandarin and currently holds the Series 7, 63 and 65 licenses.

Jin and her husband have two children, Abby and Chloe. She loves spending time with her family and enjoys trying different kinds of food.