Linda@FinancialLifeDesigns.net
386.968.1910
Linda has been working in financial services for over 30 years and has handled all phases of back-office support for various fee-based and fee-only firms, both SEC and State registered. In 2016 Linda started her own practice as a Virtual Assistant, serving Registered Investment Advisory firms in the capacity of Paraplanner and assistant. She serves as a valued member of Financial Life Designs and works closely with clients and custodians to ensure seamless transitions and timely processing of transactions. She also works closely with outsource partners such as our compliance consultant and software providers to ensure we are staying current with industry regulations and utilizing technology in the most efficient way.
Linda obtained her Paraplanner designation through the College for Financial Planning in 1994. To maintain that designation, she is required to earn 16 continuing education credits every 2 years; that continued coursework helps her remain current with industry practices and standards. She enjoys learning and sharing knowledge, and her greatest desire is to help others achieve their goals.
When Linda is not serving clients or running her practice, she enjoys working in her organic garden, kayaking, and spending time with her husband Frank, family, and friends.
