Linda P. Elliott, CFP®, CIMA®

Linda P. Elliott, CFP®, CIMA®
Senior Vice President – Investments
Wells Fargo Advisors, LLC.
Phone: 310-265-5464
501 Deep Valley Drive #400
Rolling Hills Estates, CA 90274

PROFESSIONAL SERVICES & EXPERIENCE
Assisting clients achieve financial independence so they can pursue their life goals and interests is our mission at The Elliott Group of Wells Fargo Advisors. We combine custom wealth management solutions and services with investment management services for affluent individuals, retirees, executives and professionals, and business owners.

Based on our comprehensive holistic planning approach, we help clients create wealth, preserve wealth, enjoy their retirement, and transfer wealth to future generations in a tax efficient manner.Linda has over 15 years experience as a Financial Advisor, has earned the CERTIFIED FINANCIAL PLANNER (TM) CFP® designation and was awarded the CIMA® designation (Certified Investment Management Consultant) after successfully completing the Investment Management Consulting Association Certified Investment Management Analyst Program administered by the Wharton Business School. She graduated summa cum laude with a Bachelor of Arts from University of California at Berkeley and Master of Library Science from UC Berkeley. She culminated her first career as the Director of the Palos Verdes Library District.

Linda is active in the community, having served on the boards of the PV Peninsula Rotary Club, Peninsula Symphony, Healthcare and Elder Law Programs (H.E.L.P.), and the PV Chamber of Commerce. She is a member of the PV Art Center Associates, American Association of University Women (AAUW), and the South Bay Estate Planning Council.

Linda and her husband Ray Johnson live in Palos Verdes Estates in a restored Raymond Struthers designed 1928 Spanish Revival home. They enjoy sailing, skiing, and cooking together.

 

Contact Linda