Lynda Elley, CFP®, CLTC, CCFS®
Retired Founder
Lynda Elley
Retired Founding Member
How can I help you?
Lynda began her journey into financial planning almost two decades ago, seeking to help women and families who were faced both with children nearing college-age and parents approaching late retirement years – The Sandwich Generation. She brings a combination of compassion and analytical skills to the planning process when you find yourself trying to manage the financial needs of multiple generations.
What makes me knowledgeable?
Lynda is a Certified Financial Planner (CFP®), a Certified Long-Term Care (CLTC) specialist and a Certified College Funding Specialist (CCFS®) and an investment advisor representative of Copperwynd Financial. She is also a member of the Financial Planning Association of Greater Phoenix.
As a board member of ARISEArizona, a resource for seniors and their adult children, Lynda hosted the finance and legal segment for their weekly radio program, “Live Long. Live Well.” In addition, she appeared on a local television program about families of the sandwich generation, sponsored by AARP.
After graduating from Colorado State University with a BS in business management, Lynda worked in the high-tech industry in executive sales, business development and management. She then served as vice president of Sales and Marketing for software developer Informative Graphics Corp., where she honed her management and strategic planning skills.
A little more about me
Lynda enjoys spending time with her family, photography, reading, and speaks French, which comes in very handy for those European trips she and her family love to take.
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