Member Spotlights: Celebrating 40 Years of Exceptional Advisors
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
This Month's 40th Anniversary Spotlight
Linda Sherman, CIMA®
Co-Founder, Financially Empowered
Member since 1992
What inspired you to join the Investments & Wealth Institute initially?:
I was working for a wirehouse firm in 1989 when they were launching the first fee-based accounts and the concept of using institutional managers/managed money. I wanted to become a CIMA and learn all there was to know about investment consulting and to spend time with my industry peers so IMCA was the organization to join!
What do you like to do for fun?:
The most fun is karaoke night with the ladies in our industry...it's such a great group of amazing women here in LA! Also, I have fun walking my 2 Labradors, Pilates, and hanging with my family and friends.
What is something not many people know about you?:
After 40 years in financial services working for a wirehouse and a money manager, in 2021, I started my own company with a colleague called Financially Empowered.
Can you share one of your favorite memories from an Institute event or program?:
I don’t have one favorite memory as I have so many from back in the early days of investment consulting. There was no internet, email, or iPhone, so the only way to connect with peers and learn from industry experts was through IWI programs. I’m so grateful for those memories!
How has the Institute shaped your career over the years?
IWI continues to be the leader in their space and offers the best opportunities for networking with peers and continuing education.
As the Institute celebrates 40 years, what are your hopes for its future?
We work in the best industry on the planet and my hope for the future is that IWI continues to innovate, provide education, host forums, and hold our industry to the highest ethical standards. Also, I hope it helps attract more people to financial services.
What is the best vacation you've taken?
I was inspired by the events of September 11, 2001 to really live life and make memories...so with my family, we have visited over 40 countries. I don't have a "best" vacation but I do have tons of amazing memories!
Past Spotlights
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