Find a Personal CFO Near You
As a local firm with a national reach, we maintain our corporate office in Roseville, CA, but we proudly have access to approximately 200 elite financial planning practices throughout the country. This map demonstrates the vast reach and as a result capability of our firm to deliver enhanced resources and benefits to our clientele.
In fact, many of our advisor associates are licensed to practice in multiple states, including their state of residence. This means, that even in states where we don't currently reside, or are licensed, we can provide you with access to other professionals who are members of The Resource Group*.
Find out more, or find a personal CFO near you.
*The Resource Group (TRG) is an invitation-only, nationwide network of the top two hundred planners within LFA. The goal of TRG is to collaborate, share intellectual capital – including financial-planning expertise, resources, networking opportunities, and practice-management strategies – and partner with Lincoln home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.
Disclosures
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: California, Colorado, Illinois, Indiana, Nevada, Ohio, Oregon, Texas, Utah, Washington
Insurance: California, Colorado, Nevada, Oregon, Utah, Washington
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. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In the State of Washington; Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. WA Insurance License #723431. Firm disclosure information available at www.LFG.com. Lincoln Financial Advisors Corp. and Stone Consulting Group are not affiliated.
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.
CRN: 2792900-102419
Contact Info
Address
1013 Galleria Blvd., Suite 290
Roseville, CA 95678
Phone
916.415.7062
Email Address
Claudia.Moore@LFG.com
Office Hours
Mon. – Thurs., 9:00 AM to 5:00 PM
Fri. 9:00 AM to 4:00 PM 
