Gail Linn, CFP ®, RICP®

Financial Services Representative

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Gail focuses on working with professionals and corporate executives as they plan for and transition into retirement. She helps them address 6 important questions:

  • Can I afford to retire?
  • What is the best age for me to start collecting social security?
  • How do I position my assets to last as long as I do?
  • How can I participate in market growth but protect myself from market risk?
  • What do I do in case I need long term care?
  • Is my estate set up so that my heirs receive my assets in the most tax efficient manner?

Gail’s 30 years’ experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NY Women in Film & TV, NY Women in Communication, the NY Public Library Financial Literacy Center, Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce.

Gail believes in being involved in the shaping of the financial services industry and spent 8 years on the Board of FPANY (Financial Planning Association), culminating in being the President and Chairman of the Board and 1 year as Director of Development on the National Board of WIFS (Women in Insurance & Financial Services). She supports strongly the growth of women professionals in financial services and as a result of her efforts in mentoring other women, WIFS presented Gail with the 2014 Angel Award. She has also received the Circle of Excellence Award from them from 2013-2018.

Gail is one of 23 women featured in the recently published book, “Financial Services: Women at the Top”. This book provides insight from a woman’s perspective about success in the financial services industry and how to achieve it. Gail was honored in 2013 by the online publication, Life Health Pro, as being one of the “20 Women In Insurance You Need to Know”.

Gail is an avid bike rider and traveler. She has raised thousands of dollars for multiple sclerosis and juvenile diabetes through her biking efforts and has enjoyed biking vacations in Provence, Loire Valley, the Pyrenees, Sonoma Valley and Cuba. She is a graduate of Hartwick College in Oneonta, NY with a BA in English and received her Certificate in Financial Planning from New York University.