Find the Certified Financial Planner™
Who's right for you.

Linda K. Polwrek, MBA, CFP®,CMFC

Waddell & Reed

175 S Lake Avenue
Suite 210
Pasadena, CA 91101
Phone: (626) 568-2770
Fax: (626) 568-2927

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.