ADVISOR SUPPORT

Linda Johnson joins FMB Wealth Management after a successful career with State Farm Insurance.  Her role at FMB includes client relations, communications, and data integrity. Linda’s financial service experience includes sales support for independent insurance/financial service agents entailing new product roll-outs (mutual funds /life insurance/health insurance), marketing strategy, and customer relations.  In addition, she brings a variety of business experience from other roles including claims management, claim handling, marketing analyst, and employee/agent training

Linda holds an MBA from California Lutheran University and her undergraduate Business Administration - Marketing degree from SDSU.  She has both her CLU (Chartered Life Underwriter designation) and her CPCU (Chartered Property and Casualty Underwriter designation) and believes in lifelong learning.

Linda enjoys lots of family time, exercise, volunteering in the community, and a good book!

 

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...