Chief Investment Advisor

Lynda Paul, CFP®, CPA, MBA is the President and Chief Investment Advisor of Sound Money Management, Inc. a Registered Investment Adviser. Lynda is a Certified Financial PlannerTM Professional and a Non-Practicing Certified Public Accountant.  She holds a Master's Degree in Finance and International Business and has helped clients design financial strategies since 1995. 

 

Independence, Trust, Competence.  Since 1995, Lynda has built her reputation on a simple and compelling idea:  doing what is best for her clients, 100% of the time.

 

The independent fee-only business model incorporated by Sound Money Management, Inc. provides transparency and gives clients reassurance that Lynda is free from the obligation of selling investment products for commissions - thereby reducing conflicts of interest.  "Fee-only" means we accept no commissions on investment transactions - of any kind, from any source.  We offer no proprietary products.  This fee-only business model allows Lynda to focus on clients' interests and build a sustainable and rewarding advisory practice. 

 

As an equity owner of Sound Money Management, Inc., Lynda's interests are aligned with those of her clients - providing the best solutions that will drive growth in business and translate into more qualified referrals. 

 

Call (847) 263-PLAN and ask for the free brochure Investing For Your Future and learn more effective ways to invest today for a better tomorrow.

 

Sound Money Management is expanding. We are looking for financial advisors who hold a CFP® designation with a clean compliance record and have at least 7 years of experience in financial planning and portfolio management.  Call (847) 263-7526 to request a confidential interview.