Adjunct Instructor
CurrentInstructor in the Certified Financial Planning certificate program, Trusts and Estates.
Jan 2023 - Present
AeroLeads people directory · profile
Linda Coffey, Cfp®, Cdfa® Email & Phone Number
Wealth Advisor, Financial Planning, EP Wealth | Passionate about helping clients prosper |
at
Northwestern University School of Professional Studies
2 work emails found
@dimeoschneider.com
3 phones found area 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor, Financial Planning, EP Wealth | Passionate about helping clients prosper |
Location
Chicago, Illinois, United States
Who is Linda Coffey, Cfp®, Cdfa®? Overview
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Quick answer
Linda Coffey, Cfp®, Cdfa® is listed as Wealth Advisor, Financial Planning, EP Wealth | Passionate about helping clients prosper | at Northwestern University School of Professional Studies, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at dimeoschneider.com, phone signal with area code 312, and a matched LinkedIn profile for Linda Coffey, Cfp®, Cdfa®.
Linda Coffey, Cfp®, Cdfa® previously worked as Adjunct Instructor at Northwestern University School Of Professional Studies and Wealth Advisor at Ep Wealth Advisors.
Company email context
Email format at Northwestern University School of Professional Studies
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*@dimeoschneider.com
71% confidence
AeroLeads found 2 current-domain work email signals for Linda Coffey, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Linda Coffey, Cfp®, Cdfa®
➢
Listed skills include Cfp Candidate, Investments, Business Development, Portfolio Management, and 25 others.
Current workplace
Linda Coffey, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Northwestern University School Of Professional Studies
AeroLeads page
4 roles
Linda Coffey, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
May 2021 - Present
Senior Consultant
Independent Financial Advisor
Mar 2016 - May 2021
Senior Consultant
Co-founded the firm and was instrumental in its growth from $22M under advisement to more than $55B under advisement.• Provided full range of investment advisory services to defined contribution plans, endowments, foundations and other institutional asset pools.• Cross sold to the firm’s wealth office (leading to creation of the firm wealth office), expanded current client engagements and successfully closed new business leading to year over year growth averaging 20%• Advised and counseled on various plan and investment management oversight areas, including policy, asset allocation, manager research, portfolio rebalancing, performance monitoring, investment policy and vendor oversight• Assisted fiduciaries in fulfilling their fiduciary responsibilities by helping them design a framework for prudent oversight, improve performance (through enhanced returns and/or reduced risk); and lessened or controlled expenses
May 1995 - Feb 2016
FAQ
Frequently asked questions about Linda Coffey, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Linda Coffey, Cfp®, Cdfa® work for?
Linda Coffey, Cfp®, Cdfa® works for Northwestern University School of Professional Studies.
What is Linda Coffey, Cfp®, Cdfa®'s role at Northwestern University School of Professional Studies?
Linda Coffey, Cfp®, Cdfa® is listed as Wealth Advisor, Financial Planning, EP Wealth | Passionate about helping clients prosper | at Northwestern University School of Professional Studies.
What is Linda Coffey, Cfp®, Cdfa®'s email address?
AeroLeads has found 2 work email signals at @dimeoschneider.com for Linda Coffey, Cfp®, Cdfa® at Northwestern University School of Professional Studies.
What is Linda Coffey, Cfp®, Cdfa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 312 for Linda Coffey, Cfp®, Cdfa® at Northwestern University School of Professional Studies.
Where is Linda Coffey, Cfp®, Cdfa® based?
Linda Coffey, Cfp®, Cdfa® is based in Chicago, Illinois, United States while working with Northwestern University School of Professional Studies.
What companies has Linda Coffey, Cfp®, Cdfa® worked for?
Linda Coffey, Cfp®, Cdfa® has worked for Northwestern University School Of Professional Studies, Ep Wealth Advisors, Independent Financial Advisor, and Dimeo Schneider & Associates, L.L.C..
How can I contact Linda Coffey, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Linda Coffey, Cfp®, Cdfa® at Northwestern University School of Professional Studies, including work email, phone, and LinkedIn data when available.
What skills is Linda Coffey, Cfp®, Cdfa® known for?
Linda Coffey, Cfp®, Cdfa® is listed with skills including Cfp Candidate, Investments, Business Development, Portfolio Management, Asset Allocation, Valuation, Asset Management, and Alternative Investments.
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