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, CRPC®, MBA

Private Wealth Advisor
925-236-2667
mlee@newinsightwealth.com

As a Private Wealth Advisor, Michael helps clients determine where they are financially and clarify where they want to go. He listens carefully, considers each client’s unique strengths, assesses their risks, and develops strategies to help their money work efficiently.

Michael specializes in wealth management strategies for technology professionals and individuals transitioning into retirement. His advice includes proper investment allocation, recommendations for 401(k)s, RSUs, ESPP, and other executive compensation decisions, as well as guidance on real estate strategies and career transitions.

He began his career at a global semiconductor company working on MAs, 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℠ designation.

His interests include golf, traveling, going to art museums, and attending cooking classes. Michael and his wife are truly enjoying their journey with their 6-year-old daughter and cherish spending time with their loving parents, brothers, and sisters.

Dajin Yang Photo

Dajin Yang

Private Wealth Advisor

Dajin Yang, CFA®

Private Wealth Advisor
925-430-6226
dyang@newinsightwealth.com

Dajin Yang joined New Insight Wealth Advisors in the summer of 2024, bringing a diverse and unique financial background. He began his career in equity research before transitioning to a quantitative hedge fund, and his experience also includes roles at two late-stage SaaS startups.

As a designated Chartered Financial Analyst and a UC Berkeley graduate with a degree in Economics, Dajin is dedicated to helping clients achieve their financial goals through tailored wealth management strategies.

Outside of work, Dajin enjoys fitness, music, surfing, and spending time with loved ones.

Michael C. Lin Photo

Michael C. Lin

Private Wealth Advisor

Michael C. Lin

Private Wealth Advisor
925-236-2703
jmlin@newinsightwealth.com

Michael Lin specializes in financial planning and wealth management strategies for clients. He started his practice in 2004 and joined Michael Lee in 2011.

Michael holds a bachelor’s degree from the University of California, Berkeley. He remains involved with the university and previously served as a member of the Dean’s Advisory Council of the College of Environmental Design. He also spent 17 years as Berkeley's freshman admissions application reader.

He and his wife, Kim, have two sons—James, 16, and Aaron, 13. Michael enjoys cooking, creative projects, and architecture. He also became a certified Level 3-NTS coach with USA Archery to support his sons, who compete in Barebow and Olympic Recurve Archery.

Michael Ye Photo

Michael Ye

Investment Manager

Michael Ye, MBA, PhD

Investment Manager
925-236-3849
mye@newinsightwealth.com

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
Chief Compliance Officer
925-236-3853
jlee@newinsightwealth.com

Josephine serves as a Financial Planning Analyst, where she prepares comprehensive financial plans, including retirement projections, and provides tailored planning recommendations for client meetings. She is also the primary point of contact for money movement and general account management requests. Additionally, Josephine oversees the administration of small business 401(k) plans.

In her role as Chief Compliance Officer, Josephine plays a vital part in ensuring the firm operates with the highest level of integrity. She is responsible for ensuring the firm complies with all regulatory requirements and industry standards, safeguarding both the firm's and clients' interests.

Josephine holds a Bachelor of Arts in International Studies with a focus on Economics and a minor in Accounting from UC San Diego. She also earned her Certificate in Personal Financial Planning from UC Berkeley Extension.

Outside of her professional work, Josephine is an avid golfer and enjoys traveling with her husband. A passionate wine enthusiast, she holds the WSET Level 2 certification and loves exploring new wines each weekend.

Samuel Kim Photo

Samuel Kim

Financial Planning Specialist

Samuel Kim, CRPC®, APMA®

Financial Planning Specialist
925-236-3852
skim@newinsightwealth.com

Samuel is a Financial Planning Specialist dedicated to providing exceptional client service, preparing comprehensive financial plans, and supporting the team with essential back-office tasks to meet clients’ financial needs. He earned a Bachelor of Science in Business Administration with a concentration in Management from San Francisco State University, funding his education independently by working full-time while completing his studies.

Samuel holds the Chartered Retirement Planning Counselor℠ designation, underscoring his expertise in addressing the complexities of retirement planning. He is also an Accredited Portfolio Management Advisor℠, highlighting his skills in investment portfolio management. Currently, he is furthering his professional growth by pursuing the CERTIFIED FINANCIAL PLANNER™ designation through the College for Financial Planning®.

Outside of his professional commitments, Samuel enjoys spending time with his family, staying active through exercise, and exploring creative art projects.

Angela Moon Photo

Angela Moon

Administrative Assistant

Angela Moon

Administrative Assistant
925-236-2724
amoon@newinsightwealth.com

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 managed bookkeeping at Ameriprise Financial, owned a cellular phone retail store, and worked as an administrative assistant at World Vision Optometry.

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

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

Susan Kim Photo

Susan Kim

Client Service Coordinator

Susan Kim

Client Service Coordinator
925-236-2525
sykim@newinsightwealth.com

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

Prior to joining New Insight Wealth Advisors, Susan previously worked for Providian Inc., Comcast Inc., and eBay Inc. as a Business Metrics Analyst. She earned her B.A. in Statistics from the University of California, Berkeley.

She and her husband have a daughter and a miniature Goldendoodle. She enjoys going on walks with her family and creating different kinds of espresso drinks at home.