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Jerry Chin

In by Mission Wealth

Jerry Chin, Tax Manager

Jerry Chin

Tax Manager

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"I love to get to know my clients on a personal and professional level through meetings, conversations, and events. I believe this connection leads to better tax results for clients. Focusing on the wellbeing of the client is my number one priority in all client engagements."

Jerry is a Tax Manager at Mission Wealth. He helps the tax and Wealth Strategy department develop and implement effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning help clients achieve their financial goals.

"I love to get to know my clients on a personal and professional level through meetings, conversations, and events. I believe this connection leads to better tax results for clients. Focusing on the wellbeing of the client is my number one priority in all client engagements."

Jerry is a Tax Manager at Mission Wealth. He helps the tax and Wealth Strategy department develop and implement effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning help clients achieve their financial goals.

Learn About Jerry Chin

Professional Background

Jerry Chin has over a decade of experience as an Enrolled Agent (EA), specializing in tax preparation, tax reviews, planning, and representation services. Jerry has applied his tax expertise in emerging industries like cryptocurrencies, cannabis, and last-mile logistics. Throughout his tax career, he has focused on understanding his clients’ specific tax situations and applying the tax laws for their maximum benefit.

Personal Pursuits

Jerry loves the outdoors and living a healthy lifestyle. Fishing, running, and improving psychological well-being are his passions and pursuits.

Community Impact

As a former Army Infantryman, Jerry cares about the well-being of all who have served this nation. From organizing fun events for military veterans to enjoy life outside of the uniform to providing tax help to military families, Jerry is always looking for opportunities to connect with and give back to the military community.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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