Greg Lindahl
CPA, Financial Consultant at Callan and Lindahl Wealth Management
- Role
- CPA, Financial Consultant at LPL Financial
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
Experience
CPA, Financial Consultant
Jul 2010 — Present
Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm committed to helping our clients pursue their goals through objective, customized strategies to help build, preserve, distribute and transfer our client\'s wealth.Greg Lindahl and may discuss and/or transact business with residents of the following states: CA, MA, NH, NJ, NV, OR and WA.CA Insurance License: 0F53573. Greg Lindahl is an LPL registered with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC For FINRA and SIPC hyperlinks, please see the \"contact information\" section of this profile.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
Santa Clara University
Accounting
1982 — 1986
Santa Clara University
MBA
1991 — 1993
Skills
- Retirement
- Strategic Financial Planning
- Financial Planners
- Medical Devices
- Wealth Management
- Wealth
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.