CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Advisor
- Investment Advisor
- Representative
- Financial Planner
Akira is an Investment Advisor Representative with our Lincoln San Diego team. He specializes in retirement plans for healthcare professionals within the San Diego and Palm Springs area, but his cross-disciplinary work includes investment management, retirement planning, estate planning, insurance risk management, and education funding. By juggling all of these factors as part of a comprehensive financial plan, Akira helps his clients achieve greater clarity for their financial picture, and greater confidence in meeting their financial goals.
Akira attended Lewis & Clark College in Portland, OR, where he played four years of baseball, earning team captain and all-conference honors. Upon graduating with a BA in Rhetoric and Media Studies, he began a career working in professional sports. He spent time working with both the Portland Trail Blazers and the San Diego Padres before entering Lincoln Financial's Advisor in Training Program.
Now a fully-fledged advisor Akira is passionate about being a source of financial guidance that his clients can rely on in times of need and transition. He helps to break down complex financial and investing concepts, and makes them easier to understand and apply to his clients' lives in order to create a strategy that fits their needs. He works with a wide variety of retirees, young professionals, families, and businesses, and is driven in helping each of them succeed and meet their goals.
Akira is an avid sports fan and travel buff. He enjoys visiting different countries with his wife, Liz, whenever possible.
Job Titles:
- Planner Assistant to Art Parry
Art Parry started with Lincoln Financial Advisors in 2006. With 18 years of experience and a background in banking and finance, he understands the full spectrum of investment choices for his clients. Art's objective is to help individuals and families achieve their ideal financial lifestyle.
Through his affiliation with Lincoln Financial Advisors, Art is part of a team who specializes in helping health care providers and other professionals. He listens to his clients' needs and collects all their complex information, enabling him to transform their needs into goals. Art then helps his clients create their ideal financial lifestyle by sifting through all the choices that are available and customizing a retirement plan catered to them specifically.
Art has a Bachelor's in Business Administration from Northern Arizona University and is a Chartered Retirement Planning Counselor™ (CRPC™). In his free time, he enjoys deep sea fishing and growing vegetables in his backyard. Art lives in San Diego with his wife, Kimberly, and their two adorable and rambunctious Bengal cats, Sawyer and Preston.
To review your current financial information and start planning to meet your goals, please call Art at (619) 543-9995, Ext. 4465.
Job Titles:
- Participant Services Specialist
Job Titles:
- Practice Manager for Dennis Williams
Cody began working in the financial industry at the young age of 16, when he got a job as a teller at a bank in his small town. During his time there, he came to admire the work of the financial planner at the bank, and developed an interest in pursuing financial planning as a career. Cody attended San Diego State University, and joined Lincoln Financial Advisors as an advisor in training in 2017. He soon became a fully-fledged financial planner, and received his Chartered Retirement Planning Counselor (CRPC) designation in 2018.
Cody specializes in working with nurses, hospital staff, and other healthcare workers to develop financial strategies and retirement plans, with a focus on retirement income planning and investment management for individuals in the non-profit healthcare space. He considers it an honor to work with those who care for the health of our communities, and greatly enjoys the opportunity to help them meet their financial goals.
Cody grew up in the small farming community of Lock Haven, Pennsylvania, but has since made the transition to big-city life and resides in San Diego, California. He enjoys staying active and getting involved in new sports whenever he can. Currently, he's trying his hand at snowboarding.
Cody helps position his clients, whether they're new or experienced investors, for financial success as they work towards their goals. He loves the opportunity to have a positive impact on the lives of those he works with.
To begin reviewing your current financial situation and planning to meet your goals, contact Cody at (619) 543-9995.
Job Titles:
- Investment Advisor
- Representative
Dennis has worked in the financial industry for over 30 years, with the majority of that time spent here at Lincoln Financial Advisors. He received his Bachelor's in Business Administration from the University of San Diego and a Master's of Science in Business Administration from San Diego State University. He also received his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation in 2008.
Dennis leads our San Diego team, helping provide retirement plans for employees of non-profits and government agencies. He strives to provide a level of personalization that is difficult to come by in the financial industry today, and he is passionate about supporting his clients through volatile markets and major life transitions to provide financial confidence and stability.
Dennis and his wife have three daughters and a hound dog named Pickle. He is a man of many hobbies, as he owns a craft brewery in San Diego that has earned two medals from the Great American Beer Festival. He and his wife are also learning how to run an 80-acre cattle farm together and produce organic, pasture-raised beef.
To begin reviewing your current financial situation and planning to meet your goals, contact Dennis at (619) 543-9995.
Job Titles:
- Practice Manager for Peter Falk
Job Titles:
- Investment Advisor
- Representative
- Representative at Lincoln Financial Advisors
As an Investment Advisor Representative at Lincoln Financial Advisors, Dominic specializes in providing asset management and financial planning services to our clients. He's been serving in the financial industry for four years, with previous experience at Voya Financial Advisors. He's worked alongside his partner, Julia Rhea, throughout those years, and has been grateful for the chance to learn from her 30 years of experience in financial planning.
Dominic attended San Diego State University, and considers educating his clients to be a central part of the services he provides. He helps to simplify complex financial matters, making it easy for clients to apply them to their own lives in developing a comprehensive financial strategy.
Dominic was raised in rural Ramona, where he enjoyed playing in the outdoors of his small town every day. He now lives in Spring Valley, CA, but enjoys taking his kids back to Ramona regularly to relive those moments of his childhood. He still loves the outdoors, and can often be found spending time at the beach, in the desert, or playing in the snow with his family.
Dominic hopes to make a positive impact on every client's life through the financial guidance and education he provides. To begin reviewing your finances and start planning to meet your goals, contact Dominic at (619) 543-9995.
Job Titles:
- Planner Assistant to Zackery Bertrand
With over 25 years of experience in the financial planning industry, Judy has built a loyal clientele of successful healthcare professionals, executives and retirees.
Job Titles:
- Financial Advisor
- Investment Advisor
- Representative
Julia has been a financial advisor for over 30 years, but has spent nearly her entire life in and around the industry. She nurtured an interest in finances from a very young age, thanks in large part to her father, who started his own financial advisement firm. Julia worked as a bookkeeper through her years at San Diego State University and, after graduating with her BS in Financial Services, she joined the family business.
Julia specializes in comprehensive financial planning and is deeply passionate about her work. She takes the time needed to understand her clients' unique circumstances and create customized financial plans that meet their needs. She is also committed to educating them about their finances, and empowering them to make informed financial decisions for the future. As a lifelong learner, she finds great joy in learning new things and imparting that knowledge to others.
Finances have always been a family matter for Julia, and she believes wholeheartedly in treating clients like family, with an emphasis on long-term relationships and first-class service. With the help of her dad-who continues to come in to help keep us all on track from time to time-Julia has kept family the focus of what we do. She finds great joy in building relationships with her clients, and helping them build a more secure future for their own families.
Julia was raised in Southern California and now lives in Ramona with her husband, Wayne. She enjoys exercise, and starts every weekday at the gym, in addition to playing beach volleyball at least once a week. She also enjoys baking, especially when she can get her hands on some homegrown Meyer lemons.
In addition to her BS in Financial Services, Julia has also received her Chartered Financial Consultant (ChFC) designation. To begin reviewing your current financial situation and planning to meet your goals, contact Julia at (619) 543-9995.
Job Titles:
- Marketing Assistant for Art Parry
Maureen has been in the financial industry for eight years, and serves as a financial planner here at Lincoln Financial Advisors. She specializes in working with retirees, executives, and families, and is a part of a team that provides retirement plans for healthcare providers, non-profits, and government agencies. Prior to working in the financial industry, Maureen worked in hospitality, where she helped people plan for various life events; it seemed a natural transition to begin advising people on navigating the financial aspects of life events as a financial advisor.
She values the deep connections that she makes with her clients, and takes the time to understand their lifestyles and needs so she can better serve them in planning for the future. She's particularly passionate about helping empower women to take charge of their financial lives. Maureen believes in a holistic approach to financial planning, with a focus on retirement planning, creating lifetime income streams, life insurance, long-term care, asset management strategies, and succession planning.
Originally from Chicago, Maureen now lives in Encinitas, California. She has an adult daughter, Alexandria, who inspires her to be an example of how one person can positively impact the lives of many others. She's passionate about living a healthy lifestyle and enjoys many outdoor activities, such as hiking with her dog Camino, swimming, and doing yoga. She's a part of Women, Inspire, Support, Educate (WISE), an organization for women in the financial services industry to provide networking, support, and idea sharing. She's also an active supporter of the Leukemia and Lymphoma Society.
Maureen received her BS in Food and Nutrition from Southern Illinois University, Carbondale. She has also received her Chartered Retirement Planning Counselor® (CRPC®) designation and holds her FINRA Series 7 and 66 securities registrations.
Peter has over twenty years of experience in the financial industry, providing tailored advice and solutions to meet his clients' unique needs. He joined Lincoln Financial Advisors in 2001 and specializes in helping educators, healthcare providers, and other professionals formulate and follow a comprehensive plan for financial success. He offers a holistic approach to financial planning, effectively integrating investment, retirement and estate planning with tax and risk management strategies.
Peter graduated summa cum laude from Biola University with a Bachelor of Arts in Humanities and with honors from San Diego State University with a Master of Science in Business Administration, emphasis in Finance. In 2005, he earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification, and in 2014, he was invited to join The Resource Group, an internal invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
After spending his early childhood years in rural Iowa, Peter's family relocated to the Bay Area in California when he was eight. His parents worked primarily in Christian ministry and didn't have much opportunity to save for their financial future. This inspired him from an early age to help others-including his own parents-to establish sufficient savings so that they could enjoy their golden years.
Peter now lives in San Diego with his wife of 25 years, Krista. They have five children and love spending time together as a family, traveling and enjoying activities like boating, hiking, biking, and skiing.
To begin reviewing your current financial situation and planning to meet your goals, contact Peter at (619) 543-9995.
Ryan's interest in finances began at just five years old, when his grandfather gave him a book about the stock market. Though some might find this a strange gift for such a young child, Ryan loved it, and retained an interest in the stock market from then on. He greatly admired his grandfather, who was a financial planner, and wanted to pursue a career in finance just as he had done.
Ryan attended San Diego State University and received his BA in Finance before entering the financial industry. He worked for a few years as a paraplanner, and with his lifelong interest in the stock market, made investment management his specialty. Though he loves helping to manage his clients' assets, he is truly passionate about building relationships with his clients and giving them the best possible chance at achieving financial stability.
Born and raised here in San Diego, Ryan now lives just 20 minutes from downtown, where he can enjoy all that his hometown has to offer. He's an avid sports fan, and is especially enthusiastic about rugby. He played for the San Diego Legion for a time, and loves cheering on the New Zealand All Blacks, Tottenham Hotspur, and of course the Padres.
To begin planning to meet your goals, contact Ryan at (619) 543-9995.
Steve has been in the financial services industry since 1996, and joined the Lincoln Financial Advisors team in 2002. Since then, he has continued to provide personalized, exceptional financial planning services, with a focus on employer-sponsored retirement plans. Steve is also passionate about empowering clients through financial education, and teaches a series of investment and financial planning seminars throughout San Diego and the Imperial Valley.
Steve specializes in creating comprehensive financial plans for participants in employer-sponsored retirement plans, including 403(b), 457(b), 401(k), and 401(a) plans. He takes a holistic approach, considering all aspects of a client's finances as he helps to build and implement a customized financial plan. He works to understand each client's goals, needs, risk tolerance, and more, to ensure their financial plan fits with their unique circumstances.
Steve attended the University of California at Santa Barbara, where he received degrees in both Business Economics and Communications. He has also received his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant, and Chartered Retirement Planning Counselor™ designations.
To begin reviewing your current financial situation and planning to meet your goals, contact Steve at (619) 543-9995.
Job Titles:
- Planner Assistant to Maureen Huttel
Job Titles:
- Client Service Associate to Peter Falk
Zackery started his career in the financial industry in 2016 as an intern, and stepped into the official role of financial planner later that year. Prior to entering the financial field, Zackery worked in the mortgage industry, both as a processor and a loan officer. But when a family friend who works at Lincoln Financial Advisors introduced him to financial planning, he saw it as a way to help clients in many more ways than he could in the mortgage industry. So, he made the career change and hasn't looked back.
Zackery loves to help clients achieve a sense of understanding and a sense of confidence when it comes to their finances, and is passionate about educating his clients on their finances. His greatest joys in his career come when a client walks away with a better understanding of what they need to do to meet their financial goals, or with the confidence that their future is financially secure.
He attended the University of California at San Diego, where he received a BS in Psychology, prior to completing an MS in Personal Financial Planning, which he received in 2021. He has also received his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) certification. Zackery specializes in guiding his clients through estate planning strategies, retirement planning, and tax reduction strategies as part of a comprehensive financial plan.
Zackery lives in San Diego with his wife, Kylie, and their dog, Lancelot. They enjoy spending time at home together playing board games, reading, and doing puzzles. They also stay active and participate in sports; Zackery enjoys playing soccer in the beautiful San Diego weather. He's recently started exploring his own kitchen a bit more, and has taken an interest in cooking and baking-especially baking desserts. Kylie and Zackery love to travel together as well, and try to plan a trip to another country at least once a year.
Zackery is active in the Financial Planning Association of San Diego, where he enjoys learning more about the financial industry and seeing how other advisors serve their clients. He is also part of The Resource Group, an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors, and he volunteers for Just In Time, an organization dedicated to helping adults previously in the foster care system.
To begin reviewing your current financial situation and planning to meet your goals, contact Zackery at (619) 543-9995.