Phone Number: (714) 985-1457
Email Address: firstname.lastname@example.org
151 N. Kraemer Blvd., #230
Placentia, CA 92870 United States
Linda Wilson has been a CERTIFIED FINANCIAL PLANNER™ with Zuk Financial Group since 1985 and is located in Placentia, California. An Investment Adviser Representative (IAR) Linda holds her FINRA Series 7 and 66 registrations with LPL Financial. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Linda represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As a Certified Financial Planner ™, Linda offers both institutionally managed programs to her clients as well as fee-based consulting.
Linda draws on her experience to educate her clients on strategies designed to work toward personal financial security. The secret to her successful client relationships: personalized consistent effort, performed with integrity.
A specialist in retirement planning, Linda is frequently invited to present educational seminars for schools, colleges, and education professional organizations. A former teacher, Linda has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Linda has earned a reputation for explaining difficult subjects in a style that is easily understood.
Travel is Linda's other passion. Her goal is to place her own check mark by all the places in the book, "1,000 Places to See Before You Die". Linda reports that she's making steady progress on her goal.
CA Insurance Lic.# 0688397
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.