Broker Check
Linda Katz, CFP

Linda Katz, CFP

Financial Advisor

Linda’s practice is dedicated to comprehensive Financial Planning Solutions throughout her client’s many life stages.

“Over the last twenty years working as a financial practitioner, it is gratifying to see my clients pursue their financial goals that we have planned and they have worked hard for.”

As the baby boomers mature but never get old, Linda now focuses on Retirement Planning. “I try to simplify it for people, so they can make the best decision possible.”

“I work with my clients to implement holistic financial well-being so that they feel comfortable with the money decisions they make throughout their lifetime.”

Linda earned her Bachelor of Science from Stony Brook University in Economics and Psychology.

Certifications and licenses

  • CFP®, Certified Financial Planner
  • Securities Registrations: Series 6, 7, 63
  • Life and Health Insurance license