Linda Kalies, CRPC®

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Linda Kalies, CRPC®

Wealth Advisor

Linda is a dedicated and experienced wealth advisor at Waller & Wax Advisors. With a passion for making a positive impact on people’s lives, Linda has always been motivated to help others achieve their financial goals while continuing to grow personally. She joined the firm because she saw an opportunity to do both.

As a wealth advisor, Linda understands that the most important skill any advisor can possess is the ability to listen and truly understand their clients’ goals and objectives. She takes the time to get to know her clients on a personal level so that she can provide them with personalized financial solutions that fit their unique needs. Her clients appreciate her commitment to always putting their interests first.

Linda’s professional qualifications include holding a Securities Industry Essentials® (SIE) credential, Series 7 and 66 investment licenses. In addition, Linda is licensed to assist clients with their health, life and annuity insurance needs.

Outside of work, Linda enjoys reading, baking custom-decorated sugar cookies, and spending time with her family. She is a proud mother of four married adult children and twelve grandchildren, with another grandchild on the way. Linda believes that family is the most important thing in life, and she cherishes every moment she spends with her loved ones.

Overall, Linda Kalies is a compassionate and dedicated wealth advisor who is committed to helping her clients achieve their financial goals while building strong and lasting relationships.

LICENSES & CERTIFICATIONS

  • Chartered Retirement Planning Counselor (CRPC)
  • Securities Industry Essentials® (SIE)
  • General Securities Representative – Series 7
  • Licensed Professional – Series 66
  • Life, Health and Variable Annuity Insurance Broker

Linda Kalies

Wealth Advisor

Linda is a dedicated and experienced wealth advisor at Waller & Wax Advisors. With a passion for making a positive impact on people’s lives, Linda has always been motivated to help others achieve their financial goals while continuing to grow personally. She joined the firm because she saw an opportunity to do both.

As a wealth advisor, Linda understands that the most important skill any advisor can possess is the ability to listen and truly understand their clients’ goals and objectives. She takes the time to get to know her clients on a personal level so that she can provide them with personalized financial solutions that fit their unique needs. Her clients appreciate her commitment to always putting their interests first.

Linda’s professional qualifications include holding a Securities Industry Essentials® (SIE) credential, Series 7 and 66 investment licenses. In addition, Linda is licensed to assist clients with their health, life and annuity insurance needs.

Outside of work, Linda enjoys reading, baking custom-decorated sugar cookies, and spending time with her family. She is a proud mother of four married adult children and twelve grandchildren, with another grandchild on the way. Linda believes that family is the most important thing in life, and she cherishes every moment she spends with her loved ones.

Overall, Linda Kalies is a compassionate and dedicated wealth advisor who is committed to helping her clients achieve their financial goals while building strong and lasting relationships.

LICENSES & CERTIFICATIONS

  • Securities Industry Essentials® (SIE)
  • General Securities Representative – Series 7
  • Licensed Professional – Series 66
  • Life, Health and Variable Annuity Insurance Broker

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