Alan Benson

Certified Financial Planner(TM) practitioner

CFP(R), ChFC, CLU at Lincoln Financial Advisors Corporation in Portland, OR

About

Alan is a CERTIFIED FINANCIAL PLANNER(TM) practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession, and insurance services to his individual and business owner clients. Alan takes a holistic financial planning approach to identifying and solving his clients needs. Alan works with successful individuals, families, retirees, and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certificant, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP(R) certification process that includes demanding education,examination, experience, and ethical requirements. Alan has been in the Financial Services Industry since 1991. Alan Benson is a registered Representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Adviso

Address
9755 Sw Barnes Rd Ste 390 in Portland, OR 97225
Info
None specified

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Specialties

  • Business Planning
  • Equities
  • Estate Planning
  • Retirement Planning

Servicing

Credentials

Licenses

Series 7

Associations

Financial Planning Association

Certifications

CFP(R), ChFC(R), CLU(R)
CFP(R), ChFC, CLU

Background

Experience

Financial Planner
Investment Specialist and Financial Planning Specialist
Financial Advisor
Financial Planner

Education

Portland State University
CFP Board of Standards
The American College
The American College