Linda Katz, CFP - Retired 12/31/2024

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

“Over the last twenty years working as a financial practitioner, it was 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 was focused on Retirement Planning. “I tried to simplify it for people, so they could make the best decision possible.”

“I worked 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 in Economics and Psychology from Stony Brook University.