Linda Y. Leitz, CFP®, EA, CDFA
Linda Y. Leitz is a Certified Financial Planner™ and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry.
Linda earned her BBA in Business Administration from Principia College and an MBA from Southern Methodist University.
As a fee-only financial planner Linda is a member of several leading national organizations including:
- National Association of Personal Financial Advisors
- Financial Planning Association
- National Association of Tax Professionals
- Alliance of Cambridge Advisors.
As a leader in the financial planning industry, Linda is the author of the book titled "The Ultimate Parenting Map to Money Smart Kids". She has been quoted in several national publications including :
- Wall Street Journal
- U.S. News and World Report
- Morningstar Advisor
- and has appeared on CSNBC
Linda also works as a volunteer instructor to new financial advisors with the Alliance of Cambridge Advisors.
Posts by Linda Y. Leitz, CFP®, EA, CDFA:
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Holiday Spending During a Recession,
Nov 23, 2009
[ Banking & Budgeting | Family Finances ]
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Your Financial Advisor’s Most Essential Trait,
Nov 12, 2009
[ Fee-Only Advising ]
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When Opportunity Knocks,
Sep 07, 2009
[ Real Estate ]
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Experiential Learning for Parents,
Sep 01, 2009
[ Family Finances ]
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Dancing in the Rain,
Aug 07, 2009
[ Banking & Budgeting ]
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Putting Your Money Where Your Mouth Is,
Aug 01, 2009
[ Family Finances ]
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The Importance of Liquidity,
Jul 29, 2009
[ Banking & Budgeting ]
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Budgeting For the Whole Family,
Jul 26, 2009
[ Family Finances ]
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Top Ten Reasons you MUST Participate in Your Company Retirement Plan,
Jul 24, 2009
[ Retirement ]
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Budgeting for a new Home,
Jul 22, 2009
[ Real Estate ]
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