Kochis Fitz

 

Linda co-founded Kochis Fitz in 1991 and has been a financial and investment planning colleague of Tim Kochis since 1983. Prior to forming Kochis Fitz, she served in the Executive Financial Counseling unit of Bank of America, and then became a senior member of the Executive Financial Counseling arm of Deloitte & Touche. For nearly 25 years, she has advised a select group of attorneys, corporate executives, retirees and other high net worth individuals in planning for their financial objectives.

Linda has been an instructor in the Personal Financial Planning Programs of UC Berkeley and UCLA for more than seventeen years. She earned a Bachelors degree from the University of California at Berkeley in 1966 and was awarded the Professional Designation in Personal Financial Planning from UCLA in 1982.

Linda co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients. She is a frequent contributor to the media and professional and industry groups and her remarks have been published in Estate Planning Review and the Wall Street Journal. She has been an industry speaker for the Financial Planning Association and for professional meetings on Roth IRAs; Investing To Meet Your Goals; New Investment Products; and Managing Debt Opportunistically.

Linda has served for over ten years on the Board of Directors of San Francisco Architectural Heritage, where she has held several positions including President, Treasurer, and Chairman and currently serves on its Investment Committee. She also serves on the Investment Committee of San Francisco Planning and Urban Research (SPUR).