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Linda Polwrek, CFP®, RICP©, MBA

16 N. Marengo Ave Suite 409
Pasadena, CA 91101

626-460-7088

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have: setting financial goals and learning to use financial strategies that will help you pursue your objectives.

My goal as a financial professional is to help you plan for your financial goals. Whether this involves building wealth through investing, funding a child's college education, planning for a comfortable retirement, or managing your estate, I can help you develop a roadmap to pursue your goals and make informed decisions in an effort to improve your financial situation.

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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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.
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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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