Linda Clayton, CFP®, MBA, CDFA®

Linda Clayton, CFP®, MBA, CDFA®


 (818) 862-3282

Linda has always known that she wanted a career working with people. This love of working with
people prompted her to be active in the PTA, and in her community, serving as two- term Publicity
Chairman and two term President of La Canada Junior Woman's Club. She is the recipient of a
community service award from Glendale, California, and was awarded Humanitarian of the Year by
the House of Representatives for her work with the Women's Council of a local hospital.

While earning her Bachelor's Degree in History from UCLA, Linda worked her way through school as a retail manager of several departments at a local Sears store. Upon graduation, she began her career at Continental Airlines. She worked her way up through customer service positions, ultimately promoted to the Western Regional Sales and Marketing Manager of 15 ticket offices for Continental, and another for their international partner, COPA Airlines. Having the responsibility of running each of these offices as her own small business for fifteen years, managing bottom up budgeting, journal entries, marketing, and auditing, she learned to love finance. After the tragic events of September 11th and the airlines began closing their autonomous offices, Linda switched career paths.

Linda began working for a small financial planning firm, earning her securities registrations and insurance licenses. She was promoted to the firm's relationship manager/ paraplanner, working in the Life Planning division with financial planning clients. In addition, she also worked in a human resources position with Working Solutions, interviewing applicants for work at home agent positions. In these roles, Linda was able to combine her love of working with people and finance.

Linda enjoys reading, spending time with her family, gourmet cooking and travel. Linda served on the board of the Financial Planning Association of Los Angeles, and as Past President of the New Professionals Group and Membership Director. She was also a Board Member of the Women's Divorce Resource and is a founding member of the National Association of Divorce Professionals, Pasadena Chapter. She is an adjunct professor in the Financial Planning Program at California Lutheran University. Linda is a Wealth Advisor specializing in Life Planning through Cetera Advisor Networks, LLC (Member FIN RA/SI PC) and founder of Atara Wealth Management. She works with multigenerational families, couples, and women in transition. Through customized financial planning and education, she empowers clients to take control of their finances to help them achieve their goals. She has moderated several professional panels for financial planning professionals and is available for speaking engagements on a variety of financial planning topics. Linda has an MBA degree in Financial Planning, is a Certified Financial Planner TM and a Certified Divorce Financial Analyst TM practitioner. Atara Wealth Management is a LGBTQ friendly organization.