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Christina R

Series 63, Series 66

Lorena, TX

Lincoln Investment

Christina Robb is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Cetera Advisors. She is also a commissioned notary. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive investment strategies.

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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