Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
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Michael Lockwood, CFP®, CRPC®

Financial Planner

Phone

949-474-6878

Email Address

mike.lockwood@lfg.com

Michael Lockwood is an Investment Advisor Representative with Lincoln Financial Advisors. With over 30 years of experience in the financial planning industry, Mike has built a loyal clientele of successful professionals, executives and retirees. His client-base has been built largely through referrals from clients and financial professionals. Mike and his team offer quality investment and insurance products and services from their local office in Irvine, California. In addition to financial planning, Mike has conducted several investment and financial planning seminars for his employer groups.

Outstanding service and a commitment to excellence is a trademark of Mike and his team. He strives to understand, through close and comprehensive communication, each client’s goals, needs and risk tolerance and then tailors his efforts to meet those unique circumstances. Mike values openness and honesty and displays those qualities with his clients, giving them the professional recommendations and technical assistance needed to help them achieve their goals.

Mike has a bachelor’s degree with dual emphasis in finance and marketing from California State University at Bakersfield. Mike has continued his career related education and has earned the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor (CRPC®) designations. Additionally, he has received numerous industry awards and recognition including being a board member in The Resource Group (TRG) of Lincoln Financial Advisors (LFA). TRG is a collection of the top planners and minds within LFA. Their combined expertise give Mike an advantage of having team members in virtually every discipline within the financial planning industry.

Other accomplishments*:

  • 2011 and 2012 Associate of the Year
  • 2011, 2012, & 2013 President’s Circle Experienced Advisor of the Year
  • 2014 Planner of the Year
  • 2015 Planner of the Year
  • 2016 Planner of the Year

 

*This award is one of seven, based on service line, given to LFA planners each year out of a pool of more than 1,000 reps, and is an internal award based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers. The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. TRG is comprised of various committees and subcommittees which deliver ideas and actions critical to the success of LFA advisors and their business.