Case Study

Lincoln Financial Advisors

A Certified Financial Planner who's expertise encompasses pension products and employee benefits.

A Suitable Successor

After 25 years of building my business through personal referrals, it was imperative to me to find the perfect team for the transition of my clients. My successor needed to be professional, client focused, service oriented, local to the Bay Area, tech forward, respected in the industry, and overall great to work with. I found all of that, and more, in Ryan’s team.

Passing The Baton

We spent time introducing each of my 35 business client to Ryan and his team through Zoom meetings, in person visits, or email introductions. The Bedrosian team was great to work with throughout this process. Their genuine interest in understanding each clients’ needs, and accommodating them, resulted in a smooth transition for everyone. Ryan and his team encouraged and accepted my varying levels of involvement based on my experience and knowledge of my clients as we worked through each client’s renewal cycle during the transition.

The standard of care they have shown for each of my clients has given me the peace of mind to be able to transition into retirement confidently and comfortably.