Financial Advisor, CUSO Financial Services L.P. (CFS)*
With six years of experience as a financial advisor and relationship banker, Linda has helped members pursue their long-term financial goals. She is well equipped to assist members with their specific financial concerns, including retirement planning, insurance planning, comprehensive personal financial planning, building wealth, Life Insurance Retirement Plans (LIRP), and saving for college. Linda has already helped numerous members plan for retirement, protect their assets and their loved ones.
As a CFS financial advisor for SkyOne, Linda is committed to getting to know our members and understand their financial goals. She works closely with members to cater to each of their needs as she believes this to be the key in developing a successful customized financial strategy.
Following a successful career in the technology sector, Linda’s career in the financial services industry began in 2010 at Edward Jones, HSBC Bank USA, and Principal Financial Group. On what she enjoys the most about assisting members, Linda said: “I’m most passionate about assisting in retirement income planning as it helps the member not only secure their future, but also gain confidence in their financial future.”
She has earned the distinguished certification of CERTIFIED FINANCIAL PLANNERTM, and is a member of the Financial Planning Association (FPA). With a Certificate in Personal Financial Planning from UCLA, a Bachelor Degree in Mathematics from the University of California at Berkeley, and a Master of Science Degree in Engineering Management from Stanford University, Linda’s academic background has provided a solid foundation for her successful career in the financial services industry.
Linda enjoys spending time with her husband and 3 children. She loves to cook particularly with fresh ingredients, and can make a fabulous Swiss fondue. Every now and then she likes to attend book signings to meet her favorite writers.
Linda is security licensed in AZ, CA, FL, NV, OR and WA. She is insurance licensed in CA (#0H36142).
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SkyOne Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.