Linda A. Barlow, Cfp

Linda A. Barlow, CFP®, established her firm in 1987 and is registered as an investment adviser with the State of California and the U.S. Securities and Exchange Commission since 2001. With over 25 years of experience, Linda specializes in investment, financial planning, and consulting services. The firm offers financial planning services with fixed fees ranging from $1,000 to $2,500, modular financial planning services starting at $500, and consultation services at hourly rates of $100 to $250. For investment supervisory services, fees are based on a percentage of assets under management, with no minimum account size required. Clients have full discretion over their investments, and the firm may recommend various securities, including mutual funds, ETFs, fixed income securities, and insurance products. Clients receive regular account reviews, financial plan reviews, and account reporting. The firm does not charge performance-based fees, accepts no compensation for selling securities, and does not have any disciplinary information to disclose. Linda A. Barlow, CFP®, operates with integrity, acting in the best interests of clients, and does not have any financial conditions that may impair meeting contractual commitments.