I am one of the Wealth Managers at Financial Journey Partners. My area of focus is on clients with a high concentration of company stock as a part of their overall compensation. My objective is to assist clients in optimizing their investment strategies by leveraging individual equities and implementing diversification techniques to achieve a balanced portfolio and mitigate risk. I am also dedicated to proactively engaging with clients and their tax advisors to formulate and execute optimal tax strategies aimed at further de-risking their investment portfolios. My overarching goal is to help my clients make the most of their assets and to Enjoy the Journey along the way.
After completing my MBA, I began my career as a financial advisor in 1999 and earned my Certified Financial Planner™ designation five years later to uphold the highest standards of commitment in the industry. In 2014, I had the privilege of joining Elaine and Scott Manley’s team, where I have since worked with a diverse clientele, from high-net-worth young professionals focused on wealth accumulation to retirees aiming to preserve and grow their assets. My focus on clients with equity compensation, particularly stock options and RSUs, emerged in the early 2000s, coinciding with the rise of this compensation model. Throughout my career, I have specialized in navigating the unique complexities and advantages associated with equity compensation, aligning these elements with my clients' financial goals and aspirations.
When I'm not at work, I stay active by running and hiking. I also enjoy cooking, particularly for occasions that call for bespoke charcuterie. Travel and food are my passions; I often start planning my trips by researching the best restaurants and then build the rest of the itinerary around those culinary experiences. Recently, my children and I earned our advanced diving certifications, adding another exciting dimension to our adventures. Now, we can join my husband, Chris, to explore new diving trips, especially in my home country of Indonesia.
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CFP® Professional Credential, CFP Board, Since 2005
Certificate of Personal Financial Planning, University of California, Santa Cruz, 2004
Master of Business Administration - MBA, Finance, Golden Gate University, 1999
Bachelor of Science - BS, Chemistry, University of Indonesia, 1994
Linda's California insurance license number is 0C74439.