Linda Coffey
CFP®, CDFA®, CRPS®
EP Wealth Advisors
Vice President
Linda Coffey
CFP®, CDFA®, CRPS®
EP Wealth Advisors
Vice President
“It’s not how much money you make, but how much money you keep and how hard it works for you” - Linda Coffey, CFP®, CDFA®, CRPS®
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Linda Coffey is a Palatine, IL fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Linda Coffey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Linda Coffey began her financial industry career because she was intrigued by the constantly changing markets. Her interest has been sustained for more than 20 years by the discovery that, while personal financial decisions can affect one's life physically and mentally, not everyone is interested or has exposure to complex financial-literacy tools. Linda joined EP Wealth Advisors in 2021. Her experience ranges from handling complex financial situations with many moving parts to developing financial plans. She specializes in helping divorcing individuals make informed financial decisions throughout the divorce process. An active volunteer and wish granter with Make a Wish and other non profits, Linda enjoys spending time outside the office with her three kids, at the gym, bike riding, trying new restaurants with family and friends, reading good books and walking the family dogs.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Linda Coffey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Linda Coffey is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Linda Coffey is a Chartered Retirement Plans Specialist® (CRPS®)Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Linda Coffey is a Member of Chicago Women in Philanthropy
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Linda Coffey is a Member of the Women Investment Professionals
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Linda Coffey Volunteers as a Wish Granter for Make a Wish Illinois
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Linda Coffey Volunteers with Little Brothers Friends of The Elderly Chicago
Contact Linda Coffey
Office Locations:
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35 West Slade Street
Palatine, IL 60067
