Linda Stratton (CFP®, EA, MBA)

Linda Stratton focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

 
Stratton Advisors offers a comprehensive financial planning program.  It encompasses my clients' long  and short term financial situation.  I  work primarily through a Full Service Retainer relationship with regularly scheduled meetings as well as open access.  The retainer gives you ongoing support when tax laws or the investment markets or your life changes. 
 
When people have specific,one-time financial issues, I offer a Financial Life Review to answer your questions.
 
"A professional financial planner is going to see things the client can't see.  The planner brings an objective viewpoint to a household's financial situation.  This offers a tremendous value for the clients and their financial security," Linda says.
 
Linda started Stratton Advisors in 2005.  She is a NAPFA-Registered Financial Advisor and a member of ACA Planners, a membership organization of over 100 planners across the country.   
 
"My clients benefit from having these major resources as part of my practice.  It's a valuable source of knowledge that informs me on the latest in financial and tax planning and ultimately benefits my clients."  Linda says.
 

Additional Information

Linda Stratton worked in non-profit fundraising for ten years before becoming a financial planner.  She continues to support many charitable organizations and is actively involved with the Rotary Club of Oro Valley. 

"I believe the organizations that help us give back to our community are essential to the quality of life of all of us,"  Linda says. "As Stratton Advisors grows, it is my dream to play a bigger role in philanthropy both in our local community and in the greater world." 

Linda likes to bike, hike, and is a member of the Tucson chapter of the Executive Women's Golf Association (EWGA).  Linda played basketball at Brown University and now wears a red shirt as a season ticket holder for the University of Arizona Women's Basketball program.
Linda is married to Wes Ward, a federal geologist now successfully retired.

 

NAPFA Start Date

April 01, 2006

Submit
Submit

This Office

1860 E River Road Suite 112 Tucson, AZ 85718 Phone: (520) 742-6875 Fax: (520) 742-6975