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Frank Rosala, CFP®

Financial Planning Coordinator

Frank joined Lincoln Investment in January 2022 and comes with 25 years of experience in the financial services industry, including being a Financial Advisor with Merrill Lynch and Smith Barney and a Regional Sales Director for Prudential Annuities. He also trained and educated advisors on retirement planning and investment products, regularly conducting continuing educations seminars and webinars.

Frank graduated from Villanova University with a B.A. in Finance. He currently holds his FINRA Series 7 & 66 securities registrations. In 2018, he obtained his CERTIFIED FINANCIAL PLANNER™ designation.

Factoids and Interests
  • 25 years industry experience

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