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    Linda Wallace

    ChFC®, CLU®, MBA


    Check the background of this investment professional on FINRA's BrokerCheck

    About Linda

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    My background and first career as a Registered Nurse beginning with the United States Navy Nurse Corps and then as an Intensive Care Nurse serves me well in many ways. I now bring that same desire to be of service, get to the real heart of the matter, and a sense of urgency to my one-on-one meetings with clients and prospects to help them really understand and then take appropriate action.

    When I am not serving my clients and prospects, I am with my partner, Joan, my daughter, and my granddaughter, doing something fun, important, or both. We enjoy our home, walks down to Belmont Shore, good food, movies and music together.

    Photography and tennis are also great interests of mine. I play tennis 2-3 times per week and am a huge fan of the game.

    Serving my community is also very important:
    -Estate Planning and Trust Council of Long Beach: Past President 2008-2009, 2009-2010
    -Arts and Services for Disabled: Board Member and Treasurer 2012-2013, 2013-2014
    -Soroptimist International of Long Beach: President Elect 2013-2014, Treasurer 2012-2013
    -Community Hospital of Long Beach Foundation: Board Member 2012,2013
    Education:
    -California State University of Long Beach: Bachelor of Science in Nursing
    -Chapman University, Orange CA: Master of Business Administration

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Linda Wallace MBA, CLU®, ChFC® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 8383 Wilshire Blvd, Suite 600, Beverly Hills, CA 90211-2425, Tel: (323) 965-6300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California, Florida, Michigan, Minnesota

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Florida, Colorado, Michigan, New Mexico

    Linda Wallace MBA, CLU®, ChFC®, Long Beach, CA, CA Insurance Lic.# 0C38569

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