Linda E Clayton, MBA, CFP®, CDFA®

About

Linda has always known that she wanted a career working with people.  This love of working with people prompted her to be active in the PTA, and in her community, serving as two- term Publicity Chairman and two term President of La Canada Junior Woman’s Club.

While earning her Bachelor’s Degree in History from UCLA, Linda worked her way through school as a retail manager of several departments at a local Sears store. Upon graduation, she began her career at Continental Airlines. She worked her way up through customer service positions, ultimately 

promoted to the Western Regional Sales and Marketing Manager of 15 ticket offices for Continental, and another for their international partner, COPA Airlines. Having the responsibility of running each of these offices as her own small business for fifteen years, managing bottom up budgeting, 

journal entries, marketing, and auditing, she learned to love finance. After the tragic events of September 11th and the airlines began closing their autonomous offices, Linda switched career paths.

Linda began her career in Flinancial Planning as a relationship manager/ paraplanner, working in  the Life Planning division of a boutique Financial Planning firm.In addition, she also worked in a human resources position with Working Solutions, interviewing applicants for work at home agent 

positions. In these roles, Linda was able to combine her love of working with people and finance.

Linda and her husband Daryl, have six adult children and seven grandchildren. Linda enjoys reading, spending time with her family, gourmet cooking and travel.

Education

Linda has a Bachelor's degree from in history from UCLA,  an MBA degree in Financial Planning, and is a Certified Financial Planner ™.  She holds Series 7 and 66 securities licenses,  is a licensed California insurance agent and is a Los Angeles Bar Mediator. She is also a Certified Divorce Financial Analyst.

Expertise

Linda She is the recipient of a community service award from Glendale, California, and was awarded Humanitarian of the Year by the House of Representatives for her work with the Women’s Council of a local hospital.

Linda served on the board of the Financial Planning Association of Los Angeles, and as Past President of the New Professionals Group and Membership Director. She was also a Board Member of the Women’s Divorce Resource.

Linda is a Wealth Advisor specializing in Life Planning through Cetera Advisor Networks, LLC (Member FINRA/SIPC). She works with multigenerational families, and women in transition. Through customized financial planning and education, she empowers clients to take control of their finances 

to achieve their goals. She has moderated several professional panels for financial planning professionals and is available for speaking engagements on a variety of financial planning topics.