Wendy Adler, CFP
Advisor
Core Focus: Helping clients achieve their goals through strategic financial planning and education
Firm Experience:
- Joined Lindberg & Ripple in 2020
- Advises individuals and corporations on financial planning, retirement planning & estate planning.
- Focuses on education and portfolio analysis
Background & Personal:
- Spent a decade before joining the firm as a financial advisor at TD Ameritrade and a wealth advisor at Merrill Lynch
Get in Touch
Get in Touch
Wendy Adler, CFP
Advisor
Core Focus: Helping clients achieve their goals through strategic financial planning and education
Firm Experience:
- Joined Lindberg & Ripple in 2020
- Advises individuals and corporations on financial planning, retirement planning & estate planning.
- Focuses on education and portfolio analysis
Background & Personal:
- Spent a decade before joining the firm as a financial advisor at TD Ameritrade and a wealth advisor at Merrill Lynch