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Our Support

Our strength at Lincoln Financial Advisors - and the strength of our financial professionals- has always been deeply rooted in relationships and a customized service approach. We offer seamlessly integrated tools and support that will help you develop the outcome-oriented solutions you and your clients demand.  

Independence that allows you to run your practice your way, with the support of a highly-trained, specialized, and service-focused team.  

Take advantage of following resources upon joining Lincoln Financial Advisors California Fringe Benefit, a division within Financial Professionals Group: 

National Planning Department- Local, regional, and national support to help you design cases that fit your client’s needs.

Jon Lee- Director of Planning for California is eager to help new and experienced planners design and implement strategies for their clients.

Practice Management Support- Sourcing, selecting, and training your team so you’re free to do what you do best.

Shasta Hague- Practice Management Specialist for California loves helping financial professionals find gaps in their practice and coming up with creative solutions to serve better.

Operations Team- The Operations Team is committed to continually provide ways to serve our financial professionals along with their practices and home office teams with a 5-star customer experience model.  We are a team focused on exceeding expectations and supporting best practices through teamwork.  We work closely with both our financial professionals and our corporate office to efficiently facilitate, coordinate and oversee a vast array of support functions including but not limited to:

  • Office Facilitation
  • Compliance
  • Training
  • Business Processing
  • Customer Service

Professional Development and Training Opportunities-

  • Utilize online training from Lincoln’s Virtual University system to learn about virtually anything
  • Attend conferences put on by Lincoln and other industry professionals
  • Take advantage of field leadership to help you grow