Linda Polwrek, CFP®, RICP©, CDFA®, MBA,

Linda is a wealth advisor who is passionate about empowering women to take control of their finances. With over 20 years of experience in the financial services industry, Linda began her career with Fidelity Investments in Boston, where she worked as a Registered Representative and later as a Fixed Income Securities Analyst.

During her time at Fidelity, Linda realized that few women had the same level of financial training and encouragement that she had received, and she was surprised to discover how many women were uncomfortable talking about money matters. This realization inspired Linda to open her own investment services practice as a wealth advisor, with a focus on creating a supportive environment where women could learn about finances, engage in the planning process, and gain confidence in making informed financial decisions.

Linda's approach to investment planning is centered around three key tools: a clear understanding of her clients' financial goals, a well-defined strategy for pursuing those goals, and ongoing advice to help them adjust their plans as their needs change. She provides a range of financial management services, from investment and retirement planning to risk management and estate planning conservation, all designed with the goal to help her clients pursue their short- and long-term objectives.

In addition to her extensive experience in the financial services industry, Linda holds the Series 7 and Series 66 licenses through LPL Financial. Designations she holds include the CFP® (CERTIFIED FINANCIAL PLANNER™) certification, the RICP® (Retirement Income Certified Professional®) designation, and the CDFA® (Certified Divorce Financial Analyst) certification.

When she's not working with clients, Linda enjoys spending time with her family, volunteering in her community, and indulging in her passion for indoor rowing, which helps her stay active and energized. Despite having lived in Pasadena for over 30 years, she still considers herself a Bostonian and remains a loyal fan of the city's sports teams.

Community

• Board of Directors, Pasadena Senior Center
• Board of Directors, Financial Planning Association, San Gabriel Valley Chapter
• Associate Member & Former Board Member, Pasadena Showcase House for the Art 

^{LPL Financial is not affiliated with any other companies or organizations listed.}

^{*RICP®  conferred by The American College.}

(04/21)