As a local firm with a national reach we maintain our corporate office in Irvine, CA, but we proudly have access to many elite financial planning practices throughout the country. This is some of our wider support network:
Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC
Director of Financial Advisory Services
Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.
Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.
BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®
Executive Director, Financial Advisory Services
Named in Worth magazine's Top Financial Advisors in 1996-2002, Medical Economics' 120 Best Advisors for Doctors in 1998, 2000 and 2002, the Birmingham Business Journal's Top 40 Under 40, and received the Leadership Award from the MS Foundation in 1997.
Bachelor of Science degree from the University of Alabama, and J.D. from Cumberland School of Law, Member of the Alabama Society of Financial Planning Association and the AICPA.
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
Assistant Vice President of National Design
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington
California Insurance License #0730158
California Insurance License #0H28584
California Insurance License #0I63087
California Insurance License #0M83310
California Insurance License #OE02159
California Insurance License #OK30246
California Insurance License #0M29054
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.