Linear Financial Solutions is an independent financial advisory firm based in San Diego, California. The firm operates on a client-centric philosophy, focusing on building long-term relationships and providing holistic financial planning. Their services cover investment management, retirement planning, estate planning, and insurance solutions. The firm aims to empower clients by helping them navigate complex financial decisions and achieve their long-term life and financial goals through personalized strategies and education. Its advisors are registered representatives of Osaic Wealth, Inc.

Founded in

United Kingdom