Our company is founded on the principal that intelligent wealth producing strategies are available to everyone. As an independent Fee Only Financial Planning and Investment Management firm, the company
- does not represent or receive commissions from third party companies in selling product or service
- is compensated only by the client
- provides access to objective financial and investment advice
Linda J. Grant founded Sound Financial Solutions, Inc. in 1996 with a philosophy of providing each client with expert advice and the highest level or personalized service. Linda, a Certified Financial Planner™ CFP®, delivers Wall Street experience and market savvy from over twenty years in the national and international financial services industry.
Linda holds a BS in Accounting from Penn State University and an MBA with a concentration in Finance from Rutgers University . She earned extensive experience and expertise in the corporate sector as the chief investment officer and treasurer of an international company working with companies going public, issuing securities, and buying them. "Having handled both sides of the balance sheet, I understand where investment money comes from and where it goes to."
As a Registered Investment Advisor in the State of New Jersey , Linda and Sound Financial Solutions, Inc. are required to act in the client's best interests in all aspects of the financial relationship. The company is also bound to adhere to the Financial Planning Association's principals of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.
Professional Designations
| Have a Question About Your Financial Plan? 
CONTACT US
for a personal answer |
Chartered Financial Analyst© (CFA©) : the globally recognized standard for measuring the competence and integrity of an investment professional
Certified Financial Planner™ (CFP® ) : the standard of competency, education, and experience among financial planning practitioners
Enrolled Agent (EA) : licensed by the Federal Government to represent taxpayers before the IRS or Tax Courts at all levels of examination, appearance and collection, just as a CPA or attorney.
Registered Investment Advisor, NJ
Affiliations and Business Partnerships
Member, CFA Institute www.cfainstitute.org
Member, Financial Planning Assn www.fpanet.org
Member, NJ Associations of Women Business Owners www.njawbo.org
Member, NY Society of Security Analysis www.nyssa.org
Member, National Association of Enrolled Agents www.naea.org
Member, Somerset County Business Partnership www.somersetbusinesspartnership.com
Member, Hillsborough Business Partnership www.hillsboroughbusiness.org
WebArtNTech, Business Web Design & Consulting www.webartntech.com
ESA Marketing, Full Service Business Marketing
www.esamarketing.biz
Graphic Matter, Graphic Design www.graphicmatter.com
Trust us to help you make sound financial decisions
for your money, for your business, for your life