Broker Check

Linda Polwrek, CFP®, RICP©, MBA

80 South Lake Avenue Suite 720
Pasadena, CA 91101

626-460-7088

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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