LINDA GRIZELY, MSFS, CFP®, CAP®
Adjunct Instructor - Online
As a CERTIFIED FINANCIAL PLANNER® professional with a background that spans holistic financial planning, business strategy, leadership, marketing, human resources, and sales, I bring depth and versatility to the virtual classroom.
I’m currently seeking online, part-time adjunct teaching roles where I can combine real-world experience with a passion for education and mentorship.
I am open to teaching Financial or Business courses.
What I Bring to the Classroom:
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CFP® professional with 6+ years in financial planning.
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20+ years of Business, Marketing, Management, & Leadership experience.
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A lifetime of teaching and mentoring others.
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Skilled at breaking down complex topics into clear, practical lessons.
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Known for engaging, human-centered teaching that meets students where they are.
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Committed to creating supportive learning environments that build student confidence.
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Experienced with online platforms.
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Passionate about helping students grow into career-ready professionals.
I’m dedicated to fostering meaningful discussions, simplifying financial concepts, and inspiring lifelong learning. If you're seeking a collaborative, strategic, and student-centered instructor for your program, I’d love to connect.
QUALIFICATIONS
DEGREES AND CERTIFICATES
Master of Science (MS), Financial Services (MSFS) | The American College of Financial Services
Certificate in Financial Planning (grad-level, noncredit) | Bryant University – Boston Institute of Finance
Certificate in Nonprofit Management (grad-level, noncredit) | University of Illinois at Chicago (UIC)
Certificate in Professional Fundraising (grad-level, noncredit) | Boston University, Metropolitan College
Bachelor of Science (BS), Marketing & Human Resources Management (double major) | Franklin University
DESIGNATIONS | CERTIFICATIONS | LICENSES
CERTIFIED FINANCIAL PLANNER® | Certified Financial Planner Board of Standards, Inc.
Chartered Advisor in Philanthropy® (CAP®) | The American College of Financial Services
FINRA Series 7 | FINRA Series 66 (Series 63 & Series 65) - Inactive
Health & Life Insurance Licensed - Inactive
Certified Coach, Teacher, Trainer, & Speaker | Maxwell Leadership
Certificate of Nonprofit Board Consulting (Board Governance Expert) | BoardSource
PROFESSIONAL EXPERIENCE SUMMARY
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Seasoned financial professional with extensive experience in wealth management, financial planning, and business development. Proven ability to build and oversee multi-million-dollar books of business, lead high-performing teams, and provide strategic financial guidance to individuals, families, and businesses. Adept at simplifying complex financial concepts, fostering client trust, and coaching advisors to enhance performance. Recognized for expertise in holistic financial planning, investment strategies, and client education. Engages audiences as a subject matter expert through speaking engagements, media contributions, and financial literacy initiatives.
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Motivational Speaker and Author delivering keynote speeches, serving as a guest speaker, facilitating workshops, and authoring books. All aimed at empowering personal growth and resilience and encouraging people to broaden their perspectives, challenge their perceived limitations, and pursue a life of greater achievement and fulfillment.
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As a solopreneur, provided coaching and consulting to nonprofit organizations through transformational change initiatives. Facilitated board orientations, conducted strategic planning meetings, and provided training. Spoke as a subject matter expert (SME) throughout McHenry County on Philanthropy, Fundraising, and Planned Giving.
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Held paid executive position for a nonprofit (501c6) organization with complete fiscal, operational, and strategic planning responsibility. Reported to the Board of Directors for the organization and its nine program and events and budgets.
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Founded a business from scratch; produced business plans, goals, objectives, and systems with entrepreneurial vision and strategy, led staff of 14, and sold as a profitable business. Fitness instruction, personal training and coaching, master trainer providing education to certify instructors to teach.
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Managed a branch of a title insurance company. Included cross-functional leadership of 2 departments and full HR/supervisory duties for 12 full-time employees.
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Supervised by a CPA, Launched and established a territory / branch of a 1031 tax deferred exchange qualified intermediary. Engaged clients in educational conversations regarding estate planning and tax planning. Taught continuing education to Realtors throughout Chicagoland.