SAN RAMON, Calif. — Lincoln Financial Advisors Corp.’s Pacific Regional Planning Group has named Robert G. Dillow, CFP(R), CFS, MBA, as the 2007 Planner of the Year. Bob was chosen out of a group of over 80 planners. He ranked in the top 1% of all planners in the region, and has been awarded the top honor within Lincoln of Chairman’s Council. In 2006 he was awarded the prestigious Mitchell T. Curtis Award for growth and contribution to the Northern California office. Bob actively participates in Lincoln’s elite wealth management groups: The Resource Group and the Private Wealth Services Group as well as serving on the teaching faculty of the LFA-Sagemark University System which serves planners nationwide. He has spoken at various technical national conferences since 1996.
Bob is a CERTIFIED FINANCIAL PLANNER(TM) practitioner and has been a member of the Financial Planning Association (FPA) since 1996. He has served as Chairman for the 1997 FPA Estate Planning Conference and participated in the Exam Review Committee for the CFP Exam Board (2004). Bob earned a Bachelor of Science in Business from San Jose State University and a Masters in Business from St. Mary’s College.
You can learn more about Mr. Dillow’s practice at www.sagemarkca.com (Sagemark Consulting).
About Lincoln Financial Advisors:
Lincoln Financial Advisors Corp. (LFA) is the financial planning division of Lincoln Financial Group, and is a member of both FINRA and SIPC. Lincoln Financial Advisors professionals offer planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group:
Lincoln Financial Group, headquartered in Philadelphia, is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; and Lincoln UK. For more information, including a copy of the most recent SEC reports containing balance sheets, please visit www.LincolnFinancial.com.
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