Brent Lince, CFP®

Observer
DISC Type : ic

Investment Advisor Representative at CGN Advisors

Hillsboro, Oregon, United States

Overview

Brent is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor with CGN Advisors. He founded his own independent firm, Lince Financial Planning, in 2011. Before his career in finance, he worked as a Design Engineer and Engineering Manager for Intel Corporation, bringing a unique analytical background to his practice.

He is passionate about helping people find purpose and peace of mind through client-centered financial planning, a mission that also led him to study life coaching. When not working, Brent enjoys spending time outdoors with his family, engaging in activities like hiking, camping, and fishing.

Unique Fact: Brent made a significant career change, moving from a successful engineering manager role at Intel to becoming a fee-only financial planner.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Fee-Only Planning
His practice is built on a fee-only model, emphasizing unbiased, client-centered advice through his roles at CGN Advisors and his own firm, Lince Financial Planning.
Purpose-Driven Finance
His stated mission is to help clients gain purpose, clarity, and peace of mind, connecting financial strategies directly to life goals. He also studied life coaching.
Career Transitions
His personal journey from being an Engineering Manager at Intel to a financial planner is a defining part of his background and expertise.

Media Appearances

About Brent - Lince Financial Planning. Featured in Lince Financial Planning

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Brent Lince, CFP® – Advisor Profile – CGN Advisors. Featured in CGN Advisors

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Work History

2012
Investment Advisor Representative at CGN Advisors
2012
Fee-Only Financial Planner and Investment Advisor at Lince Financial Planning
2011 - 2012
Principal at Lince Financial Planning, LLC
2007 - 2011
Owner at Treasure Heart Financial Coaching
1989 - 2007
Design Engineer/Engineering Manager at Intel Corporation

Education

2008 - 2009
CFP® Professional Eduction Program from College for Financial Planning
2008 - 2008
Life Coaching from Western Seminary

More Information

Social Presence :

Prographics :

Exp : 37 Location : Hillsboro, Oregon, United States Job Level : Junior Designation : Investment Advisor Representative at CGN Advisors
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Insights For Selling To Brent

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brent is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Brent

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Brent move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Brent take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brent

Personality Compatibility


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