Linda A. Barlow, CFP
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.
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
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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