Lynda Johnson co-founded Marathon Financial Advisors with Randall Morris in 1982 and has served as the company's President since 1989. She has been CFP certified for over 30 years, providing financial advice and investment management to her clients. Lynda also holds a Bachelor of Arts degree in Business Administration from Simpson College in Indianola, Iowa.
Lynda is a member of the Financial Planning Association and previously served on the Vanguard Group advisory board for three years. She is also actively involved with the Rotary Club chapter in Pacific Grove. There she serves as Investment Liaison for the club's Legacy Fund and is a member of the Rotary Paul Harris Society.
Lynda is a member of the Financial Planning Association and previously served on the Vanguard Group advisory board for three years. She is also actively involved with the Rotary Club chapter in Pacific Grove. There she serves as Investment Liaison for the club's Legacy Fund and is a member of the Rotary Paul Harris Society.
Services
We recognize that while building wealth is hard work, managing it can be just as challenging. The complexities of the market can be difficult to navigate, leading to stress when going it alone. Marathon Financial Advisors will be there to help individuals and families through both planned and unplanned situations that arise.
We provide financial planning assistance and disciplined investment management to both individuals and families. Our goal is to build relationships with each client to ensure we are providing the best possible advice. While most of our clients are located in the Bay Area, we also manage accounts across the country.
Home prices are back to near-record highs across the U.S. amid rising demand and supply constraints. U.S. household borrowing nears precrisis peaks; global debt has already topped 2008 levels. Fear of political union is why many in Britain dislike the EU; it's what keeps the Greeks attached to the euro.
Your portfolio guidelines will be the foundation for every decision we make for your portfolio. All of these variables will help us determine the appropriate investments for your portfolio. We will then actively monitor your account and re-balance when necessary. We recognize the volatility of the market makes diversification necessary for long term stability.
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