Brent Lince, CFP® in

Brent Lince, CFP®

Login to view DISC.
Investment Advisor Representative at CGN Advisors
📍 Hillsboro, Oregon, United States

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.

Read the full overview →
Experience
37 Years
Current Role
Investment Advisor Representative
Job Level
Junior
Location
Hillsboro, Oregon, United States
Personality Overview

How Brent shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Brent cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

About Brent - Lince Financial Planning. Featured in Lince Financial Planning
See now
Brent Lince, CFP® – Advisor Profile – CGN Advisors. Featured in CGN Advisors
+1 more appearances Login to view media
Education
2008 - 2009
CFP® Professional Eduction Program
College for Financial Planning
2008 - 2008
Life Coaching
Western Seminary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Brent. Free, 10 seconds.