Who We Are
Our team has developed and refined a process for select individuals and families that allows us to put the pieces of their financial puzzle together in order to pursue a work optional lifestyle. In doing so, we help our clients look to their financial futures with clarity and confidence instead of apprehension and uncertainty. We call it our GPS process.
What does GPS stand for you ask?
G is for Goals. Our clients goals and values are at the forefront of our personalized approach. Our team recognizes the importance of having clear, achievable goals.
P is for Planning. We work alongside our clients to create and execute a financial plan that is specifically designed to enable an ideal, sustainable lifestyle while building toward future ambitions. This is a dynamic process that navigates and adapts as clients lives and needs evolve.
S is for Succeed. Our team monitors our clients' progress closely to make any necessary adjustments allowing us a greater chance of long-term success. We work to ensure that our clients' wealth is aligned with their values and desired legacy.
Planning the route for your financial future alone can be difficult and intimidating. Over the years we have helped hundreds of people set and pursue their goals by using a personalized approach. We look forward to helping you navigate your journey.
With over 100 years of combined financial planning experience, Lincoln Capital has helped hundreds of individuals, families and businesses plan for their financial futures.
At Lincoln Capital, we believe that everyone is entitled to fair, unbiased and truly independent advice. We take an objective approach to financial planning, tailoring each plan to meet our clients’ specific investment goals with the intention of enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside CPAs and estate attorneys to be certain our clients’ best interests are being met.
We specialize in providing customized financial planning in concert with sophisticated investment management.
Our goal is to provide you with clarity, to educate, and to help you make significant and tangible progress toward your financial goals.
Mike has been in Financial Services industry for the past 30 years. He is President of Lincoln Capital, Inc. a Financial Planning and Wealth Management firm. Mike and his Advisors specialize in developing sound financial plans and managing assets in concert with each individual's personal financial plan. Mike and his wife, Kim, have two daughters.
Robin has been in the Financial Services industry for the past 20 years, working as both a Financial Advisor and Registered Principal. As an experienced financial professional, with a holistic approach to wealth management, Robin provides comprehensive financial planning, asset management, integrity and commitment to service beyond expectation. Helping people has always been one of her top priorities. Robin and her husband have one son. Together they like to ski and travel.
"D" joined Lincoln Capital in January 2007. Originally from the Midwest, "D" moved to San Diego in 2001 where he completed his undergraduate work at the University of California, San Diego with a degree in Economics. With a desire to help people plan for their financial futures, "D" assists individuals in identifying their personal needs in order to obtain a comfortable level of security for today and tomorrow. In his free time, he enjoys golfing, hiking and camping with his wife, son and huskies.
Dominic, born in Monterey CA, has lived in the San Diego County Area for most of his life and greatly enjoys giving back to the community that has provided him with so much. Dominic accepted an athletic scholarship to attend Iona College in New Rochelle, NY playing water polo and studying finance until his graduation in 2004 with a degree in Finance. Upon completing college, Dominic moved back to the North County San Diego area and started his financial services career in 2007. Dominic currently resides in Carlsbad, CA.