About Lin

Lin Zhao, CPA, EA 

 Vice President








Lin Zhao earned her B.S in Finance and M.S in Insurance from Nankai University, China. She holds the certified Public Accountant (CPA) and Enrolled Agent (EA) designation and is a member of AICPA. She currently holds series 6, 63, 65, and health and life insurance licenses. She is an Investment Adviser Representative (IAR) with LPL Financial.

As a master tax adviser at H&R block for 8 years, Lin’s goal is to help people achieve their financial security by providing a high standard of expertise, knowledge, and ability besides her excellent tax service.


Cell: 781-718-8789
Fax: 617-370-0507
Email: linqian.zhao@lpl.com