John Kovel, CFP ®

Sr. Consultant – Advisory Technical Services

• Joined Lincoln Financial Advisors (currently Osaic Wealth) in July of 1999 as a Case Manager. He has fine-tuned his skills in the wealth accumulator, estate and business owner planning disciplines.
• In 2004, John obtained his CFP® certification and in 2010 was promoted to Sr. Consultant – Advisory Technical Services.
• Excels in his ability to assist with financial planner and staff needs across a broad range of topics, such as administering training and instruction in the use of proprietary software including Design-IT tool, Planning Advisor, Financial Condition Model, Retirement Income Illustrator (RII), Stock Options Insights©, and Lincoln/Sagemark Planning Tool for Investment Planning (e-LSPT).
• Served as the Committee Chair for Lincoln Financial Network’s Qualified Plan Committee since its inception in 2009 and is a specialist for Lincoln’s Business Intelligence Institute (BII) program.