Managing Partner at Wealth Preservation Planners
Scottsdale, Arizona
Linda Marina Santana-Wiebers, Managing Partner, is a licensed independent financial professional at Wealth Preservation Planners in Scottsdale, Arizona with 22+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 480-850-3777
Email: [email protected]
Website: https://www.wealthplannersaz.com/
Licensed Independent Financial Professional · 22+ Years Experience · SafeMoney Certified™
Linda Santana-Wiebers is the Managing Partner of SW Financial Planning, where she has dedicated over 22 years to helping families achieve financial security through comprehensive retirement and estate planning strategies. Bilingual in English and Spanish, Linda has a unique ability to serve diverse communities throughout the Pacific Northwest with personalized, culturally sensitive financial guidance.
Linda's practice specializes in safe money retirement strategies, estate planning, and wealth preservation for pre-retirees and retirees. She focuses on creating customized financial plans that prioritize principal protection, guaranteed income streams, and tax efficiency—ensuring clients can enjoy their retirement years with confidence and peace of mind.
With extensive expertise in fixed and indexed annuities, life insurance planning, long-term care solutions, and comprehensive estate planning, Linda takes a holistic approach to retirement planning. She works closely with clients to understand their goals, values, and concerns, then develops strategies that address all aspects of their financial security, including income planning, healthcare costs, legacy planning, and asset protection.
Known for her compassionate, educational approach, Linda believes that every client deserves to fully understand their financial options before making any decisions. She takes the time to explain complex concepts in clear, simple terms and works collaboratively with clients' other trusted advisors to ensure comprehensive serving clients in Portland serving clients in Scottsdale, Arizona, Oregon, coordinated planning.
Throughout her career, Linda has earned a reputation for integrity, expertise, and unwavering commitment to her clients' financial well-being. She stays current with the latest financial products, tax laws, and planning strategies to provide clients with the most effective solutions available for their unique situations.
Contact Linda today to discuss your retirement planning needs in Portland, Oregon.
Contact for service area information
No media available
No upcoming events
No recent updates
Linda Marina Santana-Wiebers at Wealth Preservation Planners offers Fixed Annuities, Indexed Annuities, Life Insurance in Scottsdale, Arizona. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Linda Marina Santana-Wiebers is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.