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 →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.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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