Case Study

Lincoln Financial Advisors

A Certified Financial Planner who's expertise encompasses pension products and employee benefits.

A Suitable Successor

After 25 years of building my business through personal referrals, it was imperative to me to find the perfect team for the transition of my clients. My successor needed to be professional, client focused, service oriented, local to the Bay Area, tech forward, respected in the industry, and overall great to work with. I found all of that, and more, in Ryan’s team.


Passing The Baton

We spent time introducing each of my 35 business client to Ryan and his team through Zoom meetings, in person visits, or email introductions. The Bedrosian team was great to work with throughout this process. Their genuine interest in understanding each clients’ needs, and accommodating them, resulted in a smooth transition for everyone. Ryan and his team encouraged and accepted my varying levels of involvement based on my experience and knowledge of my clients as we worked through each client’s renewal cycle during the transition.


Success Stories

Our partners tell it best. Learn about the transition experiences that a couple of recent partners shared with us.

Connect with us to discuss how we can lighten your workload.

Ryan Bedrosian

Principal & CEO
Bedrosian & Associates

Cookie Policy -

We use cookies to personalize and enhance your experience on our site. By using our site, you agree to our use of cookies, as well as our Privacy Policy and Terms of Use.