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Shane C

Series 66

Woodland Hills, CA

Lincoln Investment

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

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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Anmol M

Series 66

Woodland Hills, CA

Lincoln Investment

Anmol Multani Kohal is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Equitable Advisors and ZS Associates. He also serves as an Associate Planner in training at The Rawls Company, focusing on business succession planning. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with advisor-led and firm-managed models, and access to 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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Nicole H

Series 66

Woodland Hills, CA

Lincoln Investment

Nicole Hammick is a financial advisor at Lincoln Investment with a Series 66 credential and four years of industry experience. Her prior roles include positions at Raymond James Financial and Cetera Investment Services. Outside of finance, she owns White Birch Herbal, LLC, where she crafts and sells herbal tea blends and related products in Connecticut. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive 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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