Who We Are
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.
Aaron Goldberg, CFP®
Aaron is a San Diego native and graduated from San Diego State University with a degree in Finance. Aaron received his higher education from Northwestern University to become a CERTIFIED FINANCIAL PLANNER™. After a career as a professional golfer, Aaron joined Lincoln Capital because he wanted to focus his energy on helping people understand their own finances. His goal is to simplify the process and bring clarity to some of the tough decisions in your financial world. “I have had coaches my whole life, now it is my turn to be the coach!” Aaron enjoys spending his free time at the beach with his wife and yellow lab or at the golf course.
"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 hikes and camping with his wife and husky.
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.
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.