As a founding partner of Investment House, LLC, a multigenerational financial services firm based in the Willow Glen neighborhood of San Jose, Linda strives to provide financial emotional well-being to her clients. She began her career in the financial service industry in 1998 and continues to increase her knowledge. She became Certified in Long-Term Care (CLTC) in 2003 and became a Registered Financial Consultant (RFC®) in 2007. Linda focuses on investment management, retirement planning, and estate planning.
Linda has been a licensed Realtor Associate since 1994, and in 2004 she received the Senior Real Estate Specialist (SRES) certification, which combined her expertise in real estate and long-term care. Linda is also a California Registered Tax Preparer (CRTP).
A native of California, Linda was raised in San Jose. She earned a double AS in horticulture and nursery management. Outside of work, her passion for helping others extends beyond Investment House, LLC. She is actively involved in the community as a charter member of the Willow Glen Lions Club, the largest service organization in the world. She enjoys outdoor activities, such as gardening and boating. She and her husband, Ron, enjoy traveling, where they visit other cultures and enjoy local food.
Tax preparation and real estate services offered through Anomalous Business Systems are separate and unrelated to Commonwealth.