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Our Team

Amir B. Eyal, JD*, CFP®, AIF®**

CEO | FINANCIAL PLANNER

Aleksandr Roytman, JD*, CEBS

DIRECTOR OF RETIREMENT PLAN SERVICES, FINANCIAL PLANNER

Daniel Ward

DIRECTOR OF INVESTMENT PLANNING SERVICES

Isabel M. Campos

INVESTMENTS AND PLANNING OPERATIONS MANAGER

Laura Kreta

RETIREMENT PLAN SERVICES SPECIALIST

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Privacy Policy & Terms

 

We are licensed to offer insurance in: MD, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH , OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Amir Eyal CA Insurance License #OF58969

We are registered to offer securities in: MD, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

 

Unless otherwise identified, Mylestone Plans associates are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Mylestone Plans is not an affiliate of Lincoln Financial Advisors. CRN-3827652-100121

 

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

 

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.  You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

https://brokercheck.finra.org/