Linda Rodosta is a Co-Founder of Minchew Rodosta Wealth Management, LLC, with 10 years of success in the financial services industry. After realizing a successful career as a computer analyst, Linda found her true passion for problem solving and personalized strategy development in helping clients manage their financial goals.
Linda--through in-depth conversations with clients--assesses and determines their financial goals, objectives, and current financial position. She evaluates each client’s financial situation in order to recommend the appropriate financial options to pursue the client’s lifestyle, short- and long-term objectives, risk tolerance, and tax exposure. By building a lasting, personal relationship with clients, Linda is able to anticipate and plan for their future, as well as monitor results to help ensure that clients stay on track.
Additionally, using extensive knowledge of the securities industry and markets combined with a caring approach, Linda analyzes and interprets clients’ objectives in light of various factors. She then provides individualized, customized financial recommendations suited to those objectives while complying with all industry-related laws, regulations and policies within the various states in which Minchew Rodosta Wealth Management, LLC conducts business.
For business owners, in addition to personal services, Linda, provides business continuation planning, family estate planning, and business 401(k) planning.
Co-Founder of Minchew Rodosta Wealth Management, LLC
LPL Financial Advisor (August 2008 – Present)
Financial Advisor (May 2005 – August 2008)
Computer Analyst (9 Years)
Computer Analyst (5+ Years)
Communications Research Group
Associates of Science – Baton Rouge School of Computers
Areas of Expertise
(held with LPL Financial)
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law
- Series 65 – Uniform Investment Adviser Law
Louisiana Licensed – Life, Health, Variable Annuities
- Estate Planning
- Retirement Planning
- Investment Planning
- Risk Management
- Portfolio Management
- Business Strategies
- Gifting Strategies
- Tax Strategies
- Insurance Strategies