Linda Leitz, PhD, CFP®, EA Peace of Mind Financial Planning Inc.

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About Linda Leitz, PhD, CFP®, EA

Peace of Mind Financial Planning takes a team approach and is made up of 4 members. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Garrett Huerter, the newest member of our team, recently completed his undergrad in Personal Financial Planning and is pursuing his CFP marks. He will soon be an additional financial planner on the team, focusing on working with young professionals.

Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

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Ideal Clients

  • Gen X
  • Mid-Career Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Annual Fee: $1,200+
  • Quarterly Fee: $300+
  • Monthly Fee: $100+

SEC Records

States Registered

  • Colorado
  • Texas

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