12110 Capri Circle South
Treasure Island, FL 33706
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Gene G. Stern, CLU®, CRPC®, CFP®




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For over 30 years, Gene Stern has helped develop and service numerous corporate retirement plans. He has assisted hundreds of employees implement suitable retirement accounts. Economic uncertainty has jeopardized the viability of some of these employees to meet their retirement income needs.

As President of Innovative Retirement Income Solutions™ (IRIS), LLC, Gene has embarked on a mission to work with these and other employees to objectively understand and implement creative solutions that will assist them in finding a retirement date to be anticipated instead of dreaded.

Gene has earned the Chartered Retirement Planning Counselor (CRPC®) designation. He is a registered representative with Lincoln Financial Advisors Corp. and is one of its financial planners located throughout the United States. Lincoln Financial Advisors Corp. is a member of Lincoln Financial Group, a Fortune 500 Company. For more information, including a copy of the most recent SEC reports containing current balance sheets, please visit www.LFG.com.


CLU means Chartered Life Underwriter, CFP means Certified Financial Planner and CRPC means Chartered Retirement Planning Counselor.

The Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. Has completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination and complete annual continuing education requirements. For more information, see www.cfp.org.