Linda Harmon, CFP®, CPA


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Linda Harmon, CFP®, CPA
Phone: 651-332-5545
Fax: 651-332-5559
Contact Linda

Client Service Philosophy
Community Involvement

 

If you met Linda Harmon and asked her about her greatest accomplishments, her quick response would be, “Starting my own values-based financial and investment planning practice with Colleen Hartmon Bollom.” Linda would go on to say, “I love what I do because I get to help my clients in the co-creation of a financial plan that empowers them to make significant changes in their lives—changes that lead them toward the life they want to live.  What I love to do is what many people tend to avoid—organizing their financial lives."

Linda’s prior work experience as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with accounting firms, banks, and investment companies provides her clients with a highly integrated approach to financial and investment planning.  “At Harmon & Hartmon, I collaborate with my clients and their other advisors—legal, tax, and insurance—so all aspects of their financial life are coordinated to help achieve the goals they desire.”

Community involvement is a cornerstone of Linda’s personal and professional life.  Linda is grateful for the mentors she has had throughout her life and shows this gratitude by giving back her time and expertise within her community.   Linda volunteers as a classroom speaker with organizations such as Junior Achievement and Best Prep, whose missions include the education of youth on topics of personal finances.  Linda is also a servant leader within her faith community, giving her time in leadership and faith formation positions where she uses her God-given charisms of administration, service, and hospitality.

Education:

  • St. Catherine University, St. Paul, MN
    BA Business Administration—Accounting

Licenses and Certifications:

  • CERTIFIED FINANCIAL PLANNER™ certification, 2000
  • Certified Public Accountant, 1989
  • Registered Life Planner®, 2009
  • FINRA Series 7, 63, and 65 securities registrations held through Commonwealth Financial Network®
  • Life and Health Insurance

Honors & Awards:

Professional Associations:

  • Financial Planning Association of Minnesota
  • Midway Chamber of Commerce

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