Meet the Team

About RightPath Wealth Management

RightPath Wealth Management is a financial services firm focused on retirees and pre-retirees (those five years from retirement). We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

JIMMY LIN, CFP® Enrolled Agent

Financial Advisor, CERTIFIED FINANCIAL PLANNER®

Jimmy Lin, CFP®, EA, is the President and Founder of RightPath Wealth Management. He earned his bachelor’s degree from the University of Houston. Jimmy is a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and holds a Series 65 license, along with life and health insurance licenses. In addition to his technical experience, Jimmy is committed to educating seniors through in-person seminars, his radio show, and television segments.

Along with the team at RightPath Wealth Management, Jimmy helps retirees create comprehensive financial plans that incorporate effective tax strategies. These plans address both investment goals and tax considerations, ensuring that retirees are prepared to navigate the challenges they may face during retirement.

Cheyenne Yumul

Director of Operations

Cheyenne Yumul is a licensed Health Insurance Agent and Notary in the State of Nevada. After dedicating five years as a legal assistant for a prominent Las Vegas law firm, Cheyenne followed her dream of helping families achieve their financial goals and joined the RightPath team. As a valued member of the staff, Cheyenne will often be the first face you see in the office or the first person you speak to when you call. Outside the office, she cherishes moments with her loving husband, furry companion, and a circle of family and friends. Together, they enjoy various outdoor activities such as working out, hiking, and embracing the natural beauty that surrounds them.

Research and Support Team

These team members work directly for The Impact Partnership LLC – A Non-Affiliated, Third-Party Firm. The Research and Support team has a limited role on an as-needed basis.

Brandon

VP of Sales | Consulting

Becky

VP of Practice Development Consulting

Drew

VP of Life Sales

Spencer

Director of Advanced Resources

Amber

Advisor CMO

Located in Marietta, GA, The Research and Support team members are individuals working directly for an independent third-party firm The Impact Partnership. RightPath Wealth Management and The Impact Partnership are separate entities and are not affiliated with nor controlled by RightPath Wealth Management. The Research and Support team has a limited role on an as-needed basis.

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