New Insight Team — New Insight Wealth Advisors

ABOUT Us

Whatever stage you are at in your life or career, we are committed to delivering personalized and integrated wealth management solutions, by understanding and responding to your unique situations and goals.

Independent & client-focused

As a fee-only and fiduciary firm, our independence and client-focused approach allows us to be dynamic and responsive to our clients’ need as well as the ever changing environment. We are dedicated to helping our clients achieve their financial goals.

Learn about our approach

Individualized & holistic guidance

We understand that every client is unique. Our experienced wealth advisors listen to your specific needs, to analyze and develop the most optimal and comprehensive solutions for each client.

Collaborative & hands-on

We have a hands-on, collaborative approach with our clients to provide consistent and unparalleled communication that results in an efficient and effective wealth management relationship.

OUR TEAM

Our client-focused team is committed to helping our clients by combining trust, understanding, and insight. Every member who joins us offers our clients even more value through their shared principles and values.

Michael Lee Photo

Michael Lee

Private Wealth Advisor

Michael Lee

Private Wealth Advisor
tel: 925-236-2667

As a Private Wealth Advisor, Michael helps clients determine where they are financially and clarify where they want to go. He listens and takes into consideration each client’s unique strengths, assesses their risks, and helps them with strategies so their money works efficiently.

Michael specializes in strategies for wealth management for technology professionals, and people who are transitioning into their retirement. Advice includes proper investment allocation, recommendations for 401ks, RSUs, ESPP, and other executive compensation decisions, and advice on real estate strategies and career transitions.

He began his career at a global semiconductor company working on M&As, IPOs, and LBOs as a financial analyst. Michael also worked for a start-up early in his career. He then joined American Express Financial Advisors and later became an independent private wealth advisor with Ameriprise.

Michael has a BS in Business at Santa Clara University, an MBA from the University of San Francisco, and holds the Chartered Retirement Planning Counselor (CRPC) designation.

Growing up in San Francisco, Michael is grateful to have seen Joe Montana and Steve Young win Super Bowls and currently loves watching the Warriors play. He enjoys golf and traveling, going to art museums, and attending cooking classes. Michael and his wife are truly enjoying their journey with their 4-year-old daughter and enjoy spending time with their loving parents, brothers, and sisters.

Michael C. Lin Photo

Michael C. Lin

Private Wealth Advisor

Michael C. Lin

Private Wealth Advisor
tel:925-236-2703

Michael Lin specializes in financial planning and wealth management strategies for clients. He began as a Financial Advisor at Ameriprise in 2004 joined Michael Lee in 2011.

Michael holds a Bachelor’s degree from the University of California, Berkeley. He is a Member of the Dean’s Advisory Council of the College of Environmental Design at Berkeley. He has also served as a Reader evaluating freshman admissions applications to UC Berkeley for 17 of the last 20 years.

He and his wife, Kim, have two sons - James, 13, and Aaron, 9. Michael enjoys cooking, making sourdough, and various creative projects like woodworking, arts & crafts, and architecture.

Michael Ye Photo

Michael Ye

Investment Manager

Michael Ye

Investment Manager
tel:925-236-3849

Michael Ye's main responsibility at New Insight Wealth Advisors is to help manage client investment portfolios. We are continually in search of stocks and equity funds that offer the best value with long-term growth. We are proponents of the Smart Beta investment philosophy and, therefore, seek to limit undue risk while maximizing returns.

Prior to working in the financial services industry, Michael was an associate professor of biochemistry.

Michael holds a B.S. in Biology from the University of California at Los Angeles, an M.S. in Genetics from the University of California at Davis, a Ph.D. in Pathology from the University of California at Davis, and an MBA from the Rady School of Management at the University of California at San Diego. He also holds FINRA Series 7 and 66 registrations.

He enjoys all things sports, especially playing tennis and golf. Lately, most of Michael's free time is taken up by fastpitch softball, traveling with his daughter to tournaments all over California.

Josephine Lee Photo

Josephine Lee

Financial Planning Analyst

Josephine Lee

Financial Planning Analyst
tel:925-236-3853

As a Financial Planning Analyst, Josephine prepares for client meetings by providing planning recommendations and retirement projections. Her responsibilities also include assisting clients with money movement requests, account applications, beneficiary updates, life insurance applications, and more. She also manages small business 401(k) administration.

Josephine holds a Bachelor of Arts in International Studies of Economics with a Minor in Accounting from UC San Diego and earned her Certificate of Personal Financial Planning from UC Berkeley Extension. She also holds the Series 7 securities registration.

Outside of work, Josephine enjoys playing golf, experiencing new wines, and traveling with her husband. She likes being with children and spends her Sundays volunteering as a Sunday School teacher.

Samuel Kim Photo

Samuel Kim

Financial Planning Specialist

Samuel Kim

Financial Planning Specialist
tel:925-236-3852

As a Financial Planning Specialist, Samuel focuses on client service, client meeting preparation, and assisting the team with clients' service needs.

Samuel holds a Bachelor of Science in Business Administration with a concentration in Management from San Francisco State University where he self-funded his education by working full time while a student.

Samuel holds the Chartered Retirement Planning Counselor™ designation. This accreditation reflect a commitment to excellence in understanding and addressing the unique challenges associated with retirement.

In addition, Samuel is also an Accredited Portfolio Management Advisor™ , further showcasing a depth of knowledge and proficiency in managing investment portfolios. He is now enrolled in the College of Financial Planning to become a CERTIFIED FINANCIAL PLANNERⓇ.

When not at work, Samuel enjoys spending time with his family, exercising, and participating in art projects.

Angela Moon Photo

Angela Moon

Administrative Assistant

Angela Moon

Administrative Assistant
tel:925-236-2724

Angela is an administrative assistant at New Insight Wealth. She focuses on greeting and communicating with clients, scheduling meetings, and processing requests. She also handles bookkeeping, and Human Resources functions.

Previously Angela handled bookkeeping at Ameriprise Financial, was an owner at a Cellular phone retail store and was an Administrative Assistant at World Vision Optometry.

Angela holds a B.A. in Liberal Studies from San Francisco State University.

Angela is married with three daughters. She loves traveling and hiking with her family and enjoys cooking, baking, and shopping with her three daughters. She also participates in community service at Tri-Valley Korean School.

Susan Kim

Client Service Coordinator

Susan Kim is a Client Service Coordinator at New Insight Wealth Advisors. Her primary responsibilities include client scheduling, meeting preparation, and assisting the team with our clients’ service needs.

Susan holds a Bachelor of Arts degree in Statistics from the University of California, Berkeley. She previously worked for Providian Inc., Comcast Inc., and eBay Inc. as a Business Metrics Analyst.

She and her husband have a teenager daughter and a mini golden doodle. She enjoys going on walks with her family and making different kinds of espresso drinks at home.