1 World Trade Center,
8th Floor, Long Beach, CA 90831 United States
- Phone: 562-986-5859
- Email: linda@lindaawalkerfp.com
- Fax: 562-986-9922
1000+
Qualified Advisors
32154+
Trusted Clients
114587+
Dollars Saved
2000+
Awards
About Us
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Story
& History
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
MoreValues
& Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
MoreMission
& Services
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
MoreWant Help
Our Services
We are dedicated to providing investment management and strategic wealth planning to individuals, couples, and families. Simply put, we strive to be our client’s trusted advisor.
