CPL Insurance Services, Incorporated

Registered Investment Adviser

Charles P. Linden, CLU
CA INSURANCE LICENSES 0680981 & 0292059
235 Rockaway Beach Avenue
Suite 4
Pacifica, CA  94044
 Voice Mail:  (650) 738-4800
Facsimile: (650) 738-4803
Services:
• Financial and Estate Planning
• Insurance and Investment Planning
• Employee Benefit Planning
• Executive Fringe Benefit Planning
Background:
• Over 25 years experience in financial services
• Life Insurance Analyst
• Chartered Life Underwriter
• Life member of the Million Dollar Round Table
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Charles Linden has been serving the financial and insurance needs of businesses, individuals, self-employed, and service professionals for over 25 years.

He is Past President and Director of the San Francisco Life Underwriters Association, has taught graduate classes and written articles on insurance, investment planning, financial planning and estate planning. He is a frequent speaker on these subjects and has made numerous guest appearances on radio and television programs.

Memberships:
Financial Planning Association
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
National Association of Health Insurance Advisors
San Francisco Estate Planning Council
Peninsula Estate Planning Council

Mr. Linden operates on the philosophy of ascertaining the circumstances and specific needs of the client, then providing the same service he would provide to himself, his business or his family.

For more information or for assistance with your financial and insurance needs, please telephone or e-mail.

CPL Insurance Services, Incorporated is authorized to act in the State of California

This shall not be deemed to be a Solicitation in any jurisdiction where
CPL Insurance Services, Incorporated is not properly Licensed.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

CPL INSURANCE SERVICES, INC. (CPL) is a Registered Investment Adviser. Investment Adviser Representatives of CPL may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of CPL, are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. CPL and NPC are separate and unrelated companies.

NPC PRIVACY POLICY

Copyright © 1999, CPL Insurance Services, Incorporated
All Rights Reserved.