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Linda J
ChFC®, Series 65, Series 66, Series 63
Olympia, WA
Simplicity Wealth
Linda Jensen is a financial advisor with Simplicity Wealth in Olympia, WA, holding the ChFC® designation along with Series 65, 66, and 63 licenses. She has 26 years of industry experience and has worked at several firms including Wealth Watch Advisors and Impact Partnership Wealth. Outside of advisory services, she is an author and maintains an insurance sales business through Heart Financial Group. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering services that range from financial planning to a managed account platform for advisers.
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