Yaochy Lin

Current Employers

Employment History

• 06/2009 → Present
  World Financial Group
  Anaheim, CA
• 10/2010 → Present
  Dickerson Employee Benefits
  Los Angeles, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Anaheim, CA
• 10/2021 → Present
  Higgins Ranch Community Association
  Irvine, CA
• 05/2004 → 10/2016
  Rental Property
  Chino Hills, CA
• 06/2015 → Present
  Cashflow First, Inc Dba Cf Financial And Insurance Services
  Costa Mesa, CA
• 10/2019 → Present
  Quantum Electronic Payments
  Anaheim, CA
• 04/2021 → Present
  Yaochy Lin
  Chino Hills, CA
• 06/2015 → Present
  Cashflow First Inc.
  Anaheim, CA
• 09/2011 → Present
  Cashflow First Inc. (Cfirst Realty)
  Anaheim, CA
• 08/2026 → Present
  Champion Health Inc.
  Scottsdale, CA
• 08/2026 → Present
  Good Driver Club
  Palo Alto, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors Cashflow First Inc. / 0615-Present/ Investment Related: No // 8185 East Kaise Blvd. Anaheim, CA 92808 / Owner / P&C , Health ins. Sale / Hrs Work Monthly: 5 / Sec Trading Hrs: 1 / Selling and servicing property and casualty Insurance , Health Insurance , and business insurance. Settlements (debt, student loans, tax). College planning (FAFSA, Scholarships, Grants). Estate Planning (wills, trusts, healthcare POA). Cashflow First Inc. (CFirst Realty) / 0911-Present / Investment Related: Yes / 8185 East Kaise Blvd. Anaheim, CA 92808 / Agent - Co-owner/ Hrs Work Monthly: 10 / Sec Trading Hrs: 1 / Marketing and research real estate, showing and listing properties, qualifying buyers and sellers, assist in prequalify for mortgage, negotiate offers, manager, property. Yaochy Lin / 0421-Present / Investment Related: No / 15889 Sedona Drive Chino, Hills, CA 91709 / CA Notary / Notary Signing / Hrs Work Monthly: 2 / Sec Trading Hrs: 1 / Notarize Wills and Trusts, and Real Estate and Mortgage documents, and any documents that require notary. Quantum Electronic Payments/ 1019-Present/ Investment Related: No / 8185 East Kaiser Blvd. Anaheim, CA 92808 / Agent / Merchant Services of businesses; credit card processing / Hrs Work Monthly: 5 / Sec Trading Hrs: 1/ Sell credit card processing to business owners. Cashflow First, Inc. DBA CF Financial and Insurance Services / 0615-Present / Investment-related: Yes / 600 Anton Blvd 11th floor Costa Mesa, CA 92626 / Owner / P&C, Health Insurance, Business Insurance Consultation and Vietnamese Translation, Payment from Dickerson for Health insurance sales is paid through this OBA. / Hrs Work Monthly: 20 / Sec Trading Hrs: 0 / P&C, Health Insurance Quotes, Vietnamese Translation Dickerson Employee Benefits / 1010-Present/ Investment Relate: No/1918 Riverside Dr. Los Angeles, CA 90039/ Agent / This is a General Agency for individual health insurance, group health insurance, P&C, and HR support, such as payroll/ Hrs Work Monthly:5 / Sec Trading Hrs:1 / Sell health insurance coverage and maybe HR support products. HIGGINS RANCH COMMUNITY ASSOCIATION POSITION: Member at Large NATURE: HOA Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2021 ADDRESS: 9060 Irvine Center Dr., Irvine CA 92618, United States DESCRIPTION: HOA meet every other month for about 2hrs from 6 pm to 8 pm. I participate in voting for decisions that improve the quality of life of our HOA community. When possible, I try to participate in the community inspection month end walks. CC&Rs enforcement. CHAMPION HEALTH INC. POSITION: Agent NATURE: Supplemental Group Health Plan INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2026 ADDRESS: 7272 E. Indian School Rd., #540, Scottsdale CA 85251, United States DESCRIPTION: Contact employers regarding the benefits of supplemental group health benefits for both the employer and theemployee. After the consultation with the employer, enroll the company in the Champ Plan. This supplemental healthplan complements the group health plans that I am currently offering as an approved OBA. GOOD DRIVER CLUB POSITION: Agent NATURE: Alternative Comprehensive and Collision Savings Plan outside of traditional auto insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2026 ADDRESS: 510 Waverley St., Palo Alto CA 94301, United States DESCRIPTION: I will discuss this plan as an alternative to traditional Comprehensive and Collision coverage for auto insurance. This program complements what I do in my approved OBA for my P&C Insurance business with my wife who is licensed to do P&C. This is not an insuranceprogram, but it may be a good fit for good driver clients that is trying to save money on auto insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-17
• S63 Uniform Securities Agent State Law Examination
  2010-04-21

Other Names

• Liam Lin