Linda Citara - Omni360 Advisors

Linda Citara

Franchise Support & Bookkeeping Support

ABOUT Linda

Linda brings a wide range of professional experience to her role as a Client Liaison for Tax and Accounting at Omni 360 Advisors. Her background includes work as a licensed real estate agent, receptionist, and various administrative roles, giving her a strong foundation in client service, organization, and communication. Her most meaningful accomplishment has been raising her two now-grown children. She currently resides in Bucks County, Pennsylvania.

A BRIEF HISTORY

Linda joined the firm in 2015 and has been an integral part of the team ever since. In her role as Client Liaison, she supports the tax and accounting departments by assisting clients, managing essential administrative processes, and ensuring smooth day-to-day operations. Her responsibilities have included accounts payable, accounts receivable, entity formations and dissolutions, and bookkeeping—making her a valued resource across many areas of the firm.

Linda is known for her reliability, positive attitude, and commitment to delivering friendly and knowledgeable service to every client she works with.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Linda is engaged, or continues to be engaged, to provide investment advisory services.

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<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>