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Lincoln Financial Is First FPA Alliance Firm

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The Financial Planning Association announced Wednesday that it is recognizing Lincoln Financial Advisors as its first FPA Alliance firm.

FPA Alliance firms publicly commit to the FPA’s principles for advancing the financial planning profession and the value of financial planning to the public.

“We’re excited to recognize Lincoln Financial Advisors for their commitment to professionalism in financial planning,” said Daniel Moisand, CFP, president of FPA, in a statement. “Lincoln Financial has illustrated that commitment by mandating that all planners within their network abide by relevant regulation, including registration as an investment adviser at the state and federal levels. The firm has a strong commitment to lifelong learning and leadership development.”

Lincoln Financial Advisors is the national financial planning arm of Lincoln Financial Group with a network of more than 2,000 financial planners.

“It is an honor for all of us at Lincoln Financial to be named the first ever FPA Alliance firm,” said Robert Dineen, president and CEO of Lincoln Financial Group Retail Distribution, in a statement.


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