Client Login

TD Ameritrade    Charles Schwab

Office: (408) 404-0009
Fax: (408) 626-0009
Email: info@johansonfinancial.com

Lynda Tu

Lynda Tu

Client Relations Manager

Job Description – Lynda is JFA’s client relationship Czar.  Her primary goal is to ensure all client goals and needs are achieved.  She manages all client relationships by providing operational and technical support.  In this capacity, Lynda communicates with clients throughout the year helping them with service and support, such as in processing new accounts, coordinating account transfers, initiating disbursements, scheduling investment review meetings, and keeping clients’ account records current in our client management and financial planning system.

Education – University of California at Davis – Bachelor of Science in Psychology

Getting to Know Lynda

Lynda enjoys spending time with her husband, son, and daughter, whether it is at the park, library, or just at home playing hide and seek.  She also enjoys traveling and so far has visited various countries in Europe, the Caribbean, and Mexico.  During her spare time she likes to attend concerts, the theater, read, go river rafting, snowboarding, try new restaurants, and go wine tasting. 

  • Favorite holiday: Christmas 
  • Favorite movie: Good Will Hunting 
  • Places Lynda would most like to visit: The Maldives and New Zealand
  • Biggest accomplishment: My family 
  • Something on Lynda’s bucket list: Go river rafting in the Grand Canyon 
  • Why Lynda likes working at JFA: I am proud to be part of a firm that values the importance of customer service and people’s relationships.  It is a joy to work with a team where the number one goal is to do what is best for the client.  I admire that fact that at JFA our clients are not just clients, but instead they are members of the JFA family.

Check the background of this investment professional on FINRA's BrokerCheck.

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved