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RIA · CRD 111643SEC-Registered

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LINDA A. BARLOW, CFP

LINDA A. BARLOW, CFP is an SEC-registered investment adviser in SANTA ANA, CA, registered since 2001. The firm manages approximately $240 million in assets.

Overview

LINDA A. BARLOW, CFP is an SEC-registered investment adviser in SANTA ANA, CA, registered since 2001. The firm manages approximately $240 million in assets. It has one employee.

General information

Firm type

RIA

Principals

Linda A. Barlow

CFP

Sector focus

Financial Services

Frequently asked questions

What services does Linda A. Barlow, CFP offer?

Services include financial planning, retirement planning, estate planning, and investment management for individual clients. The specific service menu matches standard CFP® practitioner offerings.

Does LINDA A. BARLOW, CFP manage funds or invest directly?

The firm operates as a financial planning and investment management practice, not an asset manager or direct investment vehicle. Its business model is advisory services for individuals.

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