Peter F. Pabon

"Providing financial solutions for the stewards of our youth . . parents, teachers and coaches"

Peter F. Pabon

Peter F. Pabon
CERTIFIED FINANCIAL PLANNERTM professional
(856) 596-4830
or (732) 280-1476
ppabon@lincolninvestment.com

Peter believes in a values based approach to financial planning. By helping his clients clearly define their objectives and what is truly important to them, he can design a planning program customized to his clients' individual needs. Understanding that no one area of planning stands alone, Peter takes an interdisciplinary view of a client's present situation and models a program to help them achieve their personal financial goals. Peter has been in the financial services industry since 1989. He attained his CFP® certification from the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. (CFP Board) in 1999 and Chartered Financial Consultant (ChFC) designation from The American College in 2001. As a CFP® professional, he is held to the rigorous standards of the CFP Board. "Those who would be stewards of other people's money have the highest fiduciary responsibility. It doesn't matter if you are investing money for clients or running a company for shareholders, you have the same responsibility." John Bogle, Vanguard Funds. When not working, Peter enjoys his time with his three children, Peter, Lisa and Carianne. He also enjoys golfing, the beach in off-season and officiaing youth and High School sports.

Peter understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

Lifetime Needs Analysis

Peter develops a long-term working relationship with his clients, helping provide financial solutions as they progress through their careers on into retirement.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Peter's goal is to help families develop and implement strategies that will achieve their Life Objectives. Through client understanding, comprehensive data gathering, detailed analysis, plan construction, implementation and monitoring, he helps build the future, One Family at a Time.

Objective Investment and Risk Management Advice

This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.

  • Personalized Financial Planning
  • Asset Management Services
  • Retirement Planning
    • 403(b), 457(b) and 401(k) Plans
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • Lump Sum Rollovers
  • Investments
    • Mutual Funds
    • Annuities (fixed and variable)
    • Stocks and Bonds
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA
  • Insurance
    • Disability
    • Life
    • Long-Term Care
  • Customized Retirement Counseling

About Lincoln Investment
As a full-service broker-dealer and as registered investment advisors, the Lincoln Investment Companies work through over 800 independent financial advisors located in 250 branch offices. Our advisors serve the diverse and changing financial needs of more than 235,000 individual investors, representing over $24.7 billion in assets. With almost 50 years of industry leadership and specialized expertise in investment strategies, Lincoln Investment, as a broker/dealer and registered investment advisor, and Capital Analysts, as a registered investment advisor, have become resources to financial advisors, enabling them to provide their clients with a lifetime of financial services.

To learn more about how I can help you achieve your financial goals call (856) 596-4830
or (732) 280-1476 or visit www.lincolninvestment.com.

Advisory services offered through Capital Analysts, Legend Advisory or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker/Dealer, Member FINRA/SIPC.

Lincoln Investment

Suite 8301 8000 Sagemore Drive
Marlton, NJ 08053
(856) 596-4830
(856) 988-8410 [Fax]

Directions to our Branch Office

Supervising Branch:

Lincoln Investment
601 Office Center Drive Suite 300
Fort Washington, PA 19034
(215) 887-8111
(215) 885-8113 [Fax]

* There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.