Work History
Edward Jones
Edward JonesMarch 2020 to Current
FINANCIAL ADVISOR
Linda M Le
CFP®, AAMS™, CRPC™
Koko Marina Center, 7192 Kalanianaole Hwy Ste E216, Honolulu, HI 96825opens in a new window
Focus Areas
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
About Linda
As a financial advisor, I focus on guiding clients’ financial strategies, helping them prepare for their financial futures and save over the long term for large investments.
My investment philosophy for clients is simple and twofold:
1. Spend time upfront to understand the client’s relationship with money and what is most important to them.
2. Build a personalized strategy tailored to each client’s time specific financial goals.
Prior to my becoming a financial advisor with Edward Jones, I worked with clients to create complex financing structures and credit strategies to build foundations for future long-term investments. I also provided guidance on asset allocation and...
My investment philosophy for clients is simple and twofold:
1. Spend time upfront to understand the client’s relationship with money and what is most important to them.
2. Build a personalized strategy tailored to each client’s time specific financial goals.
Prior to my becoming a financial advisor with Edward Jones, I worked with clients to create complex financing structures and credit strategies to build foundations for future long-term investments. I also provided guidance on asset allocation and...
Work History
Edward Jones
Edward JonesMarch 2020 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Univ of Southern California
Univ of Southern CaliforniaBachelor of Science
Education
Univ of Southern California
Univ of Southern CaliforniaBachelor of Science
Personal Interests
- Traveling
- Hiking
- Yoga
- Running
Team Members
Julie LaCagninaBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
HonoluluFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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