Summit Planners Meta Capital


Cindy Lin

Senior Vice President
Summit Planners Meta Capital

Here at Meta Capital, we are committed to helping you achieve your financial goals so that you can live life the way you want.

As a team of well-rounded financial leaders, we bring with us years of experience in managing risk and wealth management solutions to fulfil both personal and business needs. Our strength lies in the art of holistic planning and portfolio diversification – including managing evolving needs and wants through the different phases of life.

As a Meta Capital Adviser, you have the distinct advantage of gaining access to a wide selection of solutions and opportunities to diversify your clients’ portfolios. We will arm you with current industry insights and in-depth product knowledge to serve the three crucial needs: Investment, Insurance, and Retirement.

Your professional advancement and personal growth remain a top priority for our mentors who will facilitate consistent training, career mapping, and cross-departmental collaborations amongst many others.

Integrity, trust and transparency are our guiding principles, and we have the highest expectation that our advisers operate in the same vein. This will be the mark of a Meta Capital Adviser, where sound and impartial advice will be distilled, and dedication in overseeing all aspects of a portfolio will be displayed - to ensure client satisfaction at every life or business stage.


Let’s Get in Touch

LET'S TALK ABOUT YOUR PERSONAL OR BUSINESS SOLUTIONS NEEDS

With the right tools in place, you can achieve your financial goals while being protected.

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