"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Margaret Shin, CFP®
Senior Financial Planner
Margaret Shin is a Senior Financial Planner with over 23 years of experience in financial and retirement planning. She serves as a liaison to our clients' accountants, providing them with information necessary for tax preparation, and handles client portfolio questions. She also prepares financial statements, reviews assets, liabilities, annual income estimates and lifestyle budgeting.
Margaret received her Bachelor's Degree in Accounting and Finance from the University of Oregon. Margaret obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2011. She joined Libbie Agran Financial Services in 1991 and has remained with the firm since it was acquired and merged with HoyleCohen in 2017.
Margaret is proficient in Chinese and speaks both Cantonese and Mandarin. In her spare time, Margaret enjoys exploring different cultures. She also loves spending time with her grown children and shares the love of traveling with her husband.