Linda A. Whitener, FPQP®
Linda is a seasoned and knowledgeable member of the Bergland Wealth Management team. She has worked in the financial services field for over a quarter century. Linda obtained her paraplanner designation through the College of Financial Planning in 1994, and handles a range of essential duties at Bergland that allow Tiffany to stay laser-focused on serving as Personal CFO to our clients.
To become a paraplanner, Linda was required to pass a rigorous examination that covers all aspects of financial planning, from securities analysis to retirement planning. To maintain her designation, Linda is required to earn 16 continuing education credits every two years; that continued coursework helps her remain current with industry practices and standards. As a Bergland Wealth Management paraplanner she works closely with clients and custodians to ensure seamless transitions and timely processing of transactions, and provides many other functions that enhance efficiency, professionalism and client service.