Linda A. Rapisardo

Founder and Financial Planner

CFP®

Canela Wealth

My Approach

I specialize in helping first-gen professionals in their 30s and 40s who have had to figure it all out on their own. They've worked worked hard to build successful careers, but never got a roadmap for how to take their finances to the next level.

The Clients I Serve

High Earning First Generation, Latino, Women & Female Leaders

Major Milestones I Specialize In

Compensation Changes, Early Retirement or Financial Independence, Getting Married and Starting a Family

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.