Sharon Lin, Agent with New York Life

To help educate individuals on the importance of life insurance and financial strategies. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Lif

09/19/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at:
https://bit.ly/3XPOvzm

09/19/2024

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

09/17/2024

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a moment to reflect on what truly matters and reach out. I can help ensure your loved ones are protected, no matter the season.

09/14/2024

Small businesses are so important in our communities. Got a chance to visit with Nadia Tarlow, owner of Get Fit Marin. Cheers to health and fitness!

Rate cuts won't prevent a recession and the economy is deteriorating 'quite rapidly,' investment strategist says 09/12/2024

Even with rate cuts, indicators show a deteriorating economic outlook, according to BCA Research.

Rate cuts won't prevent a recession and the economy is deteriorating 'quite rapidly,' investment strategist says A recession is coming even with rate cuts indicators show a deteriorating economic outlook, according to BCA Research.

09/10/2024

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation. For the team’s best ideas, visit: https://bit.ly/3ZjBQFR

08/24/2024

Wow! What a great meeting I attended in Nashville this week for the national gathering of Executive Council qualifying agents. It was a wonderful opportunity to meet people from around the country and listen to outstanding speakers.

Pet Ownership: What It Really Costs to Own a Dog or Cat 08/22/2024

What’s the true cost of pet ownership? Here’s how much you should expect to pay when adopting a new furry friend.

Pet Ownership: What It Really Costs to Own a Dog or Cat What's the true cost of pet ownership? Here's how much you should expect to pay when adopting a new furry friend.

08/17/2024

I recently had the honor of attending the 2024 Council Qualifier dinner for our East Bay General Office. It was a lovely time hosted by our Managing Partner, Robert D'Cruz, and a great opportunity to spend quality time with some of my peers. Looking forward to council year 2025!

7 Simple Brain Hacks To Expand Your Career Success 08/15/2024

Applying these simple brain hacks to your daily work and career strategy can help you stand out, make your mark, and expand your personal brand. Cognitive biases underscore the importance of first impressions in getting noticed.

7 Simple Brain Hacks To Expand Your Career Success Put your brain to work so you can easily increase your career success and grow your personal brand.

Summer vacation is only getting more expensive for parents, with some spending thousands of dollars on camp: It's 'highway robbery' 08/13/2024

Summer fun may be priceless for kids, but it’s increasingly costly for their parents. Some go into debt to pay off a summer; others adjust their work hours, scramble to find care, or have to deal with their children feeling left behind by peers headed to pricey summer programs.

Summer vacation is only getting more expensive for parents, with some spending thousands of dollars on camp: It's 'highway robbery' Parents told BI that they're spending thousands to send their kids to camp or other summer care.

08/08/2024

Summer is here, and it's the perfect time to enjoy the sunshine without burning through your savings. Need personalized advice on managing your summer expenses? Reach out for guidance, and let’s ensure your finances stay as bright as these sunny days.
https://yhoo.it/4ciBwKr

08/06/2024

As you enjoy the warm summer days, remember that planning for the future is just as important as savoring the present. Let’s work together on building a strategy that ensures your future is made in the shade. Reach out and let's talk.

08/03/2024

I am honored to have qualified for New York Life's Executive Council for 2024. Looking forward to seeing my peers from around the country at our annual meeting this month!

08/01/2024

Supporting aging parents and raising your own family can stretch your resources thin. It's okay to seek help. As a financial professional, I can provide you with strategies that help ease your financial burden, while ensuring both your family's current needs and future security are met. Reach out and let's start on a strategy today.

07/30/2024

It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments lays out a framework for thinking about election risk in the second half.

07/27/2024

We recently had the pleasure of attending the 2024 Mid-Year Kickoff business meeting where we heard from excellent speakers on key educational topics, and celebrated accomplishments of our peers. Looking forward to a strong second half of the year!

07/25/2024

The summer season is filled with tough decisions—where to vacation, which swimsuit to buy, how to get the kids to play outside. However, if you have loved ones who depend on you, knowing which life insurance to get doesn't have to be one of them. Reach out, and I can provide you with the best options based on your family's needs and budget.

07/23/2024

As a parent, one of the greatest gifts you can give yourself—and your family—is the assurance of a secure retirement. That's why it's important to plan ahead to ensure financial stability during your non-working years. This Parents' Day, give your future self a pat on the back by reaching out and letting me help you build the retirement you deserve.

Retirement Planning Checklist | Bankrate 07/18/2024

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.

Retirement Planning Checklist | Bankrate Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.

07/11/2024

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4bEcRj5

Gen Z Looking to Trade Schools to Kickstart Entrepreneurship 06/27/2024

As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entrepreneurship dreams.

Gen Z Looking to Trade Schools to Kickstart Entrepreneurship

What’s New York Life’s approach to managing social and environmental impacts? Find out here. 06/25/2024

I'm so proud to be part of New York Life. In 2023, New York Life volunteers recorded over 200,000 hours of volunteer service, resulting in $2.9 million in volunteer grants and incentive funding. Additionally, we've raised over $6.12 million for charitable organizations so far this year. Click the link to learn more about how we're working to build a stronger, more compassionate future for everyone.

What’s New York Life’s approach to managing social and environmental impacts? Find out here. Learn more about New York Life's 2023 Corporate Social Responsibility Report.

06/22/2024

Small businesses are so important in our communities. I recently got the chance to do a REMS scan with Premier Skeletal Imaging when they were in Marin county. Good bone health is the key to longevity!

Married Life - Plan For Life After The Wedding | New York Life 06/20/2024

Don't let debt prevent your family from achieving its goals. Having a solid financial strategy can not only help you pay off debt faster, but it can help you be more financially prepared for the important things in life. Need help? Reach out, and together we'll come up with a strategy that works.

Married Life - Plan For Life After The Wedding | New York Life Are you prepared for the next big life moves following your wedding? Discover how you can plan ahead for married life today with help from New York Life.

06/18/2024

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://bit.ly/4eqxjH1

06/16/2024

For dads, some decisions are easy—like deciding between charcoal or gas. However, when it comes to making important financial decisions, having a trusted partner you can talk to can ensure your goals don't go up in smoke. Reach out and together we'll come up with a financial strategy.

What is Whole Life Insurance? | New York Life 06/13/2024

Learn how whole life insurance can help build lifelong security for those you love, while also building cash value that can be passed on, generation after generation. Reach out, and let's start securing your family's financial future today.

What is Whole Life Insurance? | New York Life Wondering what is whole life insurance and why do you need it? New York Life tells you everything you need to know.

06/04/2024

The time is now to prepare for retirement

We all dream of a fulfilling retirement – relaxing, pursuing passions, and spending more time with the ones we love. It’s all too easy to put off planning for it. However, the sooner you start, the better off you’ll be. As a New York Life agent, I have the tools and resources to help you do just that. The time is now to build on the promises you made and get on the right track toward that retirement. Please reach out and let’s connect. Working together, we can do this.

Should I Pay Off Debt or Invest? | New York Life 05/30/2024

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.

Should I Pay Off Debt or Invest? | New York Life Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

Want your business to be the top-listed Finance Company in San Ramon?
Click here to claim your Sponsored Listing.

Videos (show all)

It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments la...
The time is now to prepare for retirementWe all dream of a fulfilling retirement – relaxing, pursuing passions, and spen...
Ever wondered how to align your health and financial goals? Get Fit! is here to show you the way. From mastering the per...
Cards and candy can be a great way to tell someone you love them, but the best way to show them is by providing reassura...
Cards and candy can be a great way to tell someone you love them, but the best way to show them is by providing reassura...
Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, N...
Happy Valentine’s Day! Today reminds us of the promises we’ve made to our loved ones—to love, cherish, guard, and protec...
As we share in the feasts, traditions, and celebrations for the year ahead, I wanted to take a moment to wish you and yo...
As an agent, I take pride in providing a product unlike any other. So, you'll see why our new commercial means so much t...

Telephone

Address


2633 Camino Ramon
San Ramon, CA
94583

Other Financial Services in San Ramon (show all)
GigZter GigZter
3001 Bishop Drive
San Ramon, CA94583

Powerful simple small business banking for the modern entrepreneur. Everyone should be able to participate and thrive in the economy. So we’re here to help sellers of all sizes run...

Peak360 Wealth Management, LLC Peak360 Wealth Management, LLC
2404 San Ramon Valley Boulevard, Suite 200
San Ramon, 94583

Peak360 Wealth Management helps successful individuals, families and businesses get above the day-to-day, see where they want to go, and understand how to get there. We are more th...

Bay Area Wealth Management Group, LLC Bay Area Wealth Management Group, LLC
12647 Alcosta Boulevard Suite 370
San Ramon, 94583

We are a privately owned, independent, boutique financial services firm headquartered and run locally, in the San Francisco Bay Area with over 130 years of combined investment and ...

Black Swan Bitcoin-Fruitvale Bottles & Liquor Black Swan Bitcoin-Fruitvale Bottles & Liquor
9000 Kimball Avenue
San Ramon, 94583

Dash Grammer - Summit Financial Group LLC Dash Grammer - Summit Financial Group LLC
2000 Crow Canyon Place
San Ramon, 94583

Second Saturday East Bay Divorce Workshop Second Saturday East Bay Divorce Workshop
San Ramon, 94583

Live workshops taught by a Divorce Attorney, Marriage & Family Therapist, and a Financial Advisor.

InsureMan InsureMan
12903 Alcosta Boulevard, Ste 2C
San Ramon, 94583

Insurance Agency and Brokerage committed to finding the Best Value Coverage for our Clients.

Natalie Rodney, Licensed Agent with New York Life Natalie Rodney, Licensed Agent with New York Life
New York Life Company
San Ramon, 94583

Agent licensed to sell insurance through New York Life Insurance Company.

Wendy Osejo, Licensed Agent with New York Life Wendy Osejo, Licensed Agent with New York Life
2633 Camino Ramon, Suite #525
San Ramon, 94583

Agent licensed to sell insurance through New York Life Insurance Company.

Green Escrow Services Green Escrow Services
2010 Crow Canyon Place Ste 212
San Ramon, 94583

Green Escrow Services, Inc. is a full-service escrow company. In addition to real estate sales and refinances, we handle business bulk sales, liquor license transfers, mobile homes...

Secure Retirement Financial Secure Retirement Financial
18 Crow Canyon Court #325
San Ramon, 94583

Peace of Mind is Real Wealth

Cathy Tiet, Licensed Agent with New York Life Insurance Company Cathy Tiet, Licensed Agent with New York Life Insurance Company
2633 Camino Ramon, Ste 525
San Ramon, 94583

Agent licensed to sell insurance through New York Life Insurance Company.