Linda Katz, CFP®, CDFA®
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 very rewarding 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 Medicare Supplemental Insurance solutions and is considered by many to be a professional in the field. The choices one makes regarding health care solutions upon entering the world of Medicare can be confusing. “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 their money decisions that they make throughout their lifetime.”
Linda earned her Bachelor of Science degree from Stony Brook University in Economics and Psychology.
Certifications and licenses
- CFP®, Certified Financial Planner
- CDFA®, Certified Divorce Analyst
- Securities Registrations: Series 6, 7, 63
- Life and Health Insurance license