Congratulations Linda Yeager on the CFP® Certification Achievement

We are thrilled to announce that Linda has recently achieved the prestigious Certified Financial Planner designation. We proudly recognize Linda’s significant accomplishment, a testament to her hard work and determination. The CFP® designation represents the highest standard of excellence in the field of personal financial planning.

Earning the CFP® certification is a rigorous but rewarding journey. Successful candidates undergo a multi-year, multi-step process, ensuring they are well-versed in the fundamentals of financial planning, estate planning, insurance planning, investments, retirement planning, and tax planning. CFP® professionals are equipped to provide comprehensive financial plans that support all areas of your financial life, or offer advice tailored to specific financial needs.

As a CFP® professional, Linda offers financial planning services that incorporate a holistic view of clients’ financial and personal circumstances. She believes that financial planning is a collaborative process aimed at maximizing the potential for meeting life goals. With over 20 years of experience in financial services, Linda remains passionate about helping clients build financial confidence and offering tailored guidance.

Linda cherishes the process of developing pre-retirement plans and witnessing clients’ reactions as they see their plans come to fruition.

Linda shares, “The favorite part of the work I do with clients is working with them to achieve their financial and retirement goals. Meeting with a client pre-retirement to develop their plan and seeing the end result along with their reaction is the most fulfilling part of the work I do.” Additionally, she enjoys educating younger clients to help them work toward their long-term financial goals.

“I feel that being able to personally connect with clients is crucial to having a successful, trustworthy relationship.“

Linda is the 4th team member to achieve this prestigious certification, along with James Beenders, Matthew Short and Justin Clark.

Please join us in celebrating Linda’s dedication, experience, and this remarkable milestone in her career!

To learn more the rest of our team, click here.