The inaugural Greater Perimeter Chamber Annual Meeting celebrated the launch of a new era in business leadership across Sandy Springs, Dunwoody, and the broader Perimeter region. This pivotal event unveiled their bold vision for the future and clarified what the Chamber stands FOR: business growth, innovation, and collaboration.
Linda Vu joined the BDL Advisors team in 2020 with over 20 years of experience in the financial industry, including more than a decade of Field Supervision, where she ensured that financial advisors stay compliant and act in their clients’ best interests.
Linda’s passion for trustworthy financial planning ultimately showed her that she has a calling to work with clients directly. Linda will be serving clients in the greater Atlanta area and managing our Dunwoody location.
Linda is a CERTIFIED FINANCIAL PLANNER™. 
Connect with Linda on LinkedIn.
“Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. BDL Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor. Insurance services offered through BDL Advisors.”
This transcript is machine transcribed by Sonix
TRANSCRIPT
Intro: Broadcasting live from the greater perimeter. It’s time for Greater Perimeter Chamber Spotlight. Now, here’s your host.
Lee Kantor: Lee Kantor here. Broadcasting live from the Greater Perimeter Chamber inaugural annual meeting. So excited to be talking to my next guest, Linda Vu with BDL Advisors. Welcome.
Linda Vu: Thank you.
Lee Kantor: Well, Linda, I’m asking everybody, why are you for the Greater Perimeter Chamber?
Linda Vu: Well, I love being around people that are basically I just love being around people that want to help and support one another. And it’s a community where we all get to know one another. And now it’s just it’s a larger community. So I love it.
Lee Kantor: So tell us about BDL Advisors. How you serving folks?
Linda Vu: Oh, we’re a group of financial advisors, and we believe in holistic financial planning. And we just basically help our clients through their various life events, and we actively manage their money.
Lee Kantor: So what does holistic mean to you?
Linda Vu: Holistic means helping our clients through various life events. And it could be anything. It could be starting a business or selling your business, or welcoming a newborn family member or, you know, preparing for retirement. It could be anything. Buying a new home.
Lee Kantor: So is there any anything that’s happening right now in an individual’s life where that maybe they don’t have an advisor, or maybe they do have an advisor? What’s kind of a signal to either contact you or your or your team? Or maybe you should think about hiring an advisor, because I think a lot of people are either with an advisor right now and, you know, they don’t know anything different or they’ve never even considered it. You know, it’s just on autopilot and whatever whatever they’re doing in their company, they just have it in an account somewhere. They’re not even paying attention. Really.
Linda Vu: I would say, you know, if you’re, if you don’t know how your money is invested and you just don’t understand why you’re doing what you’re doing, reach out to us. You know, I’ll be happy to explain to you how your money is invested, how it’s allocated to make sure it’s appropriate for you based on your risk tolerance, your time horizon, and your financial goals. Any one of us at BDL should be able to help.
Lee Kantor: Now, is this something that you find that younger people are open to hiring an advisor, or are they trying to do it on their own?
Linda Vu: You know, everyone’s different. I do have younger clients as well. And, you know, to be able to show them what it means to, for example, invest their own 401 K plan or think about a Roth IRA. Things like that, just to show them what it would mean to them. One year, five years, ten years, 15 years from now. Be able to explain it to them. It’s it’s powerful. So it’s powerful to start early and to be able to explain that and show that to them is very helpful.
Lee Kantor: Yeah. That power of compounding. Yes. Right. A lot of people aren’t aware.
Linda Vu: Yes.
Lee Kantor: Now, do you have kind of a niche that you serve or is it kind of anybody.
Linda Vu: You know, I don’t have a specific niche. It’s, you know, um, I just I love working with people who, um, who know what they want. Um, who are who have specific goals or ambitions and who wants to learn and who wants to grow and to build financial freedom.
Lee Kantor: So if somebody wants to learn more about BDL, is there a website? Is there a best way to connect?
Linda Vu: Yes, we do have a website. So yes. Um, bdlfc.com You know, so feel free to reach out and you can see our team on the website and learn more about us.
Lee Kantor: Well, Linda, thank you so much for sharing your story today.
Linda Vu: Thank you. Thank you for having me.
