Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
949-623-1784
Kathryn Knipe joined Lockwood Retirement Consulting Team in 2019. She works as an assistant to Mike Kish, helping him with client communications, processing business and preparing paperwork. She has previously worked in human resources and decided it was time to change things up by shifting careers and jumping into a new industry.
Kathryn was born and raised in Orange County and currently lives in Costa Mesa. She graduated from University of California, San Diego, with a Bachelor of Arts degree in Literature and Writing. Kathryn loves to spend her free time sewing clothes and gardening.
Securities: Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington
Insurance: Arizona, California, Delaware, Florida, Georgia, Idaho, Louisiana, Maryland, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
Unless otherwise identified, Associates on this website 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.
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.
