Lincoln Financial Network (LFN), the retail sales and financial planning affiliate of Lincoln Financial Group (NYSE:LNC), announced that Richard Rojeck, CFP® Managing Director with Sagemark Consulting/Lincoln Financial Advisors, has been selected by the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) as its 2014 Chair-elect.
Rojeck will lead the Board in underscoring the organization’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. His term begins January 1, 2014. He joined the Board of Directors in 2010.
"Rich’s election is well-deserved," said John DiMonda, head of Lincoln Financial Advisors. "He has been a highly valued and respected member of our organization for more than 30 years and will be a committed and wise leader as the CFP Board’s Chair-elect."
"We are thrilled to have Rich assume this prestigious leadership position," said current Board of Directors Chair Nancy Kistner, CFP®. "Rich’s passion for the profession and his work in bringing in a new generation of CFP® professionals will help guide CFP Board to new heights. He will certainly bring a world of experience, talent and expertise to our Board and the organization."
As managing director with Lincoln Financial Advisors, Rojeck oversees regional planning offices in the Pacific Southwest region. Rojeck maintained a financial planning practice for over 30 years, working principally with high net worth business owners. He was included in Worth Magazine’s listing of the 250 Best Financial Advisors in 1999, 2001, and 2002. Prior to joining Lincoln in 1980, Rojeck served as a Naval Officer for six years.
In addition to his professional career, Rojeck served on the national board of the International Association for Financial Planning, as the non-profit organization’s President and Chairman, from 1993 to 1999. During his tenure, Rojeck helped lay the groundwork for the creation of what is now known as the Financial Planning Association, of which he has been a member since its inception. Additionally, Rojeck serves on the gift planning advisory boards of the University of California, San Diego and the San Diego Foundation.
Rich is a CFP® professional and holds a master of business administration degree from San Diego State University and a bachelor of science degree in business administration from Oregon State University.
ABOUT CFP BOARD
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial PlannerTM, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 68,000 individuals to use these marks in the U.S.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,000 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial 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 is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $189 billion as of June 30, 2013. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.