Linda L. Wallace
- Role
- Financial Advisor, Linda L Wallace Financial & Insurance Solutions at MassMutual
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Linda L. Wallace
I provide personalized assistance to help my clients reach financial independence…
Experience
Financial Advisor, Linda L Wallace Financial & Insurance Solutions
Mar 2003 — Present
Education
California State University at Long Beach
Bachelor of Science
American College, Bryn Mawr, PA
Chartered Life Underwriter--CLU
1999 — 2002
Chapman University
MBA
1995 — 1998
American College, Bryn Mawr, PA
Chartered Financial Consultant--ChFC
1999 — 2002
Skills
- Estate Planning
- Disability Insurance
- Retirement Planning
- Long Term Care Insurance
- Investment Advisory
- Strategic Financial Planning
- Life Insurance
- Executive Compensation Planning
- Public Speaking
- Retirement
- Small Business
- Investments
- Financial Advisory
- Finance
- Wealth
- Financial Planning
- Financial Services
- Financial Planners
- Insurance
- Strategy
- Long-Term Care
- Portfolio Management
- Asset Allocation
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