Linda Kocher, FPQP®

Operations Manager

A portrait of a middle-aged woman with short, light gray hair, wearing a patterned blouse with black, pink, and beige floral designs, and a delicate necklace with a pendant, smiling against a plain light blue background.

My career in financial services began in 1986, and I’ve been passionate about helping clients achieve clarity and confidence in their financial plans ever since. At Cornerstone Wealth, I focus on daily operations and client services, leveraging my designation as a Financial Paraplanner Qualified Professional (FPQP) to guide clients through the successful implementation of their financial and estate plans. With experience in banking at Bank of America and SunTrust, as well as time at Golden Rule Insurance/United, I bring a well-rounded perspective to every client interaction.

What drives me most is knowing that I play a role in helping individuals and families secure their futures. Whether I’m streamlining operations or offering personalized support, I aim to make financial planning seamless and empowering for the people we serve.

I have lived in the Tampa Bay area since 1980, where my husband, David, and I raised our children. I am also the proud grandmother of three wonderful grandchildren. When I’m not at the office, you can find me spending time with my family or enjoying the companionship of our beloved Dobermans, who add so much joy to our lives.


Professional Credentials

Financial Paraplanner Qualified Professional™ FPQP®

Securities Exams Passed:

  • Series 6 - Investment Company and Variable Contracts Products Representative Exam

  • Series 11 - Assistant Representative in Order Processing exam