Fulcrum Wealth Advisors Hires Dr. Kelly YiYu Lin as Chief Economist

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Bellevue Financial Advisor Firm Fulcrum Wealth Advisors Adds Chief Economist

Bellevue, United States – March 11, 2026 / Fulcrum Wealth Advisors /

Fulcrum Wealth Advisors, a leading wealth management firm in Bellevue, today announced the appointment of Dr. Kelly YiYu Lin as Chief Economist. Dr. Lin brings deep expertise in macroeconomic research, most recently from Fannie Mae, where she led economic forecasting and analysis of housing markets and financial systems.

In her new role, Dr. Lin will drive the firm’s economic research strategy — analyzing macroeconomic trends, interest rate environments, and market conditions to inform client investment strategies. Her Ph.D. in Economics and track record translating complex data into clear, actionable insights make her a strong addition to the Fulcrum leadership team.

Dr. Lin’s academic credentials and practical experience at Fannie Mae provide her with a unique perspective on the interplay between economic indicators and market behavior. Her ability to communicate complex economic concepts clearly will help clients better understand the factors shaping their investments.

“We are thrilled to welcome Dr. Lin to Fulcrum. Her command of macroeconomic research and her ability to connect economic realities to real-world investment decisions is exactly what our clients need in today’s environment. This appointment reflects our ongoing commitment to delivering the highest level of insight and guidance to the families and individuals who trust us as their financial advisor in Bellevue, WA.”

— Jim Falcone, Managing Director, Fulcrum Wealth Advisors

With inflationary pressures, shifting interest rate policy, and ongoing geopolitical uncertainty shaping markets, Fulcrum is positioned to help clients navigate complexity with greater precision. Learn more about Dr. Lin and her role at Fulcrum Wealth Advisors.

About Fulcrum Wealth Advisors

Fulcrum Wealth Advisors is a Bellevue, WA-based registered investment advisory firm dedicated to helping individuals, families, and institutions build and preserve wealth through personalized, research-driven strategies. For more information, visit Fulcrum Wealth Advisors online.