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.
In the News
Market Perspectives Q4 2024
As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.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.