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Robert R

Series 63, Series 65

Lakemont, GA

Lincoln Investment

Robert Restino is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Legend Equities Corporation since 1994. Outside of his advisory role, he owns Pinnacle Financial Advisors, through which he provides insurance sales and service. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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