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.