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(877) 469-7377

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Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

My Story My life story shaped who I am as an Advisor. These are my experiences.I started in 1997 and saw the best of the markets of the 90s then the worst in the 2000s.I failed a client for the first time in 2001 and swore I would...
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Clifford T. Hudson

Clifford T. Hudson

Financial Advisor

(480) 535-3922

chudson@lincolninvestment.com

Clifford Hudson takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several...
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David Davodi

David Davodi

Investment Adviser Representative

(480) 570-0991

David@CornerstoneofAz.com

Ira Tweed

Ira Tweed

Financial Advisor

(760) 476-1790

itweed@lincolninvestment.com

2717 Obelisco CtCarlsbad, CA 92009CA Insurance Lic #0E20578
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Jake Marty, CFP®

Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(480) 939-5584

(330) 418-9629

jmarty@lincolninvestment.com

Jeffrey Wilhelms

Jeffrey Wilhelms

Investment Adviser Representative

(480) 681-7600

jwilhelms@LincolnInvestment.com

Jeffrey Wilhelms takes great pride in listening to his clients and helping them achieve their individual goals, whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several...
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Jon Floe

Jon Floe

Financial Advisor

(602) 283.5272

(480) 939-5969

Jon@retirement-professionals.com

Lynda Priddy

Lynda Priddy

Client Service Associate

Lynda@retirement-professionals.com

Michael Renner

Michael Renner

Investment Adviser Representative

(480) 226-2659

mrenner@lincolninvestment.com

Michael Renner started in the insurance business in 1985 and shortly there after got his securities license. He spent the largest portion of his career serving the airline industry, education field, and non-profit organizations....
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Michael Wallace

Michael Wallace

Investment Adviser Representative

(480) 935-8955

mwallace@lincolninvestment.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(480) 524-1195

nicole@retirement-professionals.com

Nicole Bush

Client Service Associate

(602) 609-4311

Nicole.Bush@ifpguidance.com

Pablo Oliva

Pablo Oliva, AIF®

Financial Advisor

(602) 960-0362

Pablo@retirement-professionals.com

Financial planning is the heart of my practice, and I've developed a strong passion for financial literacy over my 15+ years in the financial services industry.Growing up and through my education, I became fascinated by financial...
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Robert Cates

Robert Cates

CA Insurance Lic #0799839

Financial Advisor

(909) 455-8777

rcates@lincolninvestment.com

Robert Cates earned his Masters Degree in Education from Azusa Pacific University, and currently holds FINRA series 7 and 63 registrations and specializes in portfolio management and retirement counseling. He enjoys playing a central...
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Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(703) 405-0874

robert.horstman@retirement-professionals.com

My Story I was born and raised in Fairfax, VA. Throughout my life I have always been involved in team activities whether it was sports, music, or other social clubs and/or organizations. I grew up playing pretty much every sport...
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