# LINDA A. BARLOW, CFP

LINDA A. BARLOW, CFP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 111643
- **SEC file number:** 801-60157
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111643

## About

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.

## Sectors

- Financial Services

## People

- Linda A. Barlow — CFP

## 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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- [Putney Financial Group](https://altss.com/profile/the-putney-financial-group-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/linda-a-barlow-cfp

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