Linda Bubar, EA

Senior Associate, Private Client Group

Linda joined the Clearstead Private Client Group in 2008.  She has over 11 years of experience in the wealth management industry.  As a Senior Planning Associate, Linda provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high net worth clients.

Linda holds a Bachelor of Business Administration in Accounting from the University of Cincinnati and a Master of Taxation from Portland State University.  She completed the requirements to become an enrolled agent in 2015.  Prior to joining Clearstead, she worked for several years in both the accounting and tax professions.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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