Linda A. Barlow, CFP

Linda A. Barlow, CFP, is an independent, full service, fee only financial advisor registered as an Investment Advisor with the SEC. Fee only means we do not receive commissions or referral fees from the products we recommend to you. We provide financial planning and management or investment portfolios for individuals and small to medium sized pension plans. Our firm has been named one of the top 100 financial planning firms in the country by Mutual Funds magazine and one of the "top dogs" in Bloomberg Magazine.

We emphasize an individualized approach to financial planning and asset management, developed for each client's specific needs regarding income, growth, safety and tax benefits. Some clients look for an advisor to help them plan for the future. Others need an advisor simply because they don't have the time nor inclination to manage their own investments. We are your source of advice in these critical areas of your financial well being.

wealthmanagers@earthlink.net
714-953-1232

Experience Summary

* More than 30 years in the financial services industry
* Faculty at California State University, Fullerton and University of California, Irvine
* Speaker at Los Angeles Times Investment Conference
* One of Bloomberg's Top Wealth Managers from 2002 - 2006
* One of "100 Greatest Financial Planners" by Mutual Funds Magazine, 2001
* Frequent guest on public television, often quoted in the Orange County Register