Roles and Responsibilities

Jane Shin is an independent financial professional committed to helping individuals and families build strong financial foundations through education-based planning. Jane Shin specializes in breaking down complex financial concepts into simple, actionable strategies tailored to each client’s unique needs.

Jane Shin offers a range of services including financial seminars, one-on-one consultations, and customized solutions for retirement planning, life insurance, annuities, and wealth protection. The mission behind Jane Shin's work is to make financial knowledge accessible and empowering, always rooted in a client-first approach built on trust, clarity, and integrity.

Career History and Focus

Jane Shin began a career in the financial industry in 2006, starting as an insurance agent at State Farm – Robert Chong Agency, where Jane Shin earned recognition with the Great Zone Top 2 Award for outstanding performance.

In 2007, Jane Shin transitioned into the independent financial services sector, gaining experience as a financial assistant and consultant. In 2010, Jane Shin joined SYNCIS, a national financial marketing organization, and served as Branch Manager in Chicago, Sherman Oaks, and Long Beach, leading teams of agents and conducting regular financial seminars and training sessions. During this time, Jane Shin was consistently recognized as a Top Producer, reflecting strong performance in client service and case design.

In 2023, Jane Shin established an independent financial practice, Jane Shin Financial Inc., to further a mission of client advocacy and financial literacy.

Since 2024, Jane Shin has also been working in collaboration with Allmerits Financial & Asset, focusing on delivering corporate retirement plan solutions such as 401(k) and pension plans to business clients. Additionally, Jane Shin provides college planning consulting, helping families strategically prepare for higher education expenses.

Jane Shin's areas of focus include:

• Personalized financial and retirement planning
• Life insurance and annuity-based asset protection
• Employer-sponsored retirement plans (401(k), pensions)
• Education and college funding strategies

Professional Designations and Affiliations

Jane Shin is a licensed life insurance agent and a seasoned public speaker on financial topics. As a financial columnist for KNEWSLA, Jane Shin delivers insightful and practical guidance on insurance, retirement, and personal finance through regular writing and community outreach.

Jane Shin is actively involved in various professional and community organizations, including:

• Board Member, Korean American Insurance & Financial Professional Association (KAIFPA), 2025–Present
• Secretary General, KAIFPA, 2023–2024
• Board Member, Save Our Society (SOS), 2025–Present
• Board Member, Hwarang Youth Foundation, 2017–2024
• Vice President, Chicago Korean Women’s Association, 2015–2016
• Executive Director, Korean American Association of Chicago, 2013–2014
• Vice President, Chicago Chamber of Commerce, 2010–2016

In 2025, Jane Shin was honored with the Insurance Professional of the Year Award by KAIFPA, recognizing dedication to the industry and outstanding community service.

Personal

Originally from Seoul, Korea, Jane Shin studied composition at Gimcheon Arts & Music High School and Catholic University of Korea before moving to Chicago in 1996. Jane Shin later studied piano at Harold Washington College. With an artistic background and a people-first mindset, Jane Shin brings a unique blend of sensitivity and insight to the field of financial planning.

Currently, Jane Shin is enrolled in the LA Global CEO Program at Hankuk University of Foreign Studies, expanding leadership and business development skills.

Jane Shin believes that financial planning is not a luxury, but a necessity, and is dedicated to empowering individuals to take charge of their financial futures—one client and one conversation at a time.