Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
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Facility Events

San Antonio Regional Hospital

We held our second annual client appreciation event at San Antonio Regional Hospital on October 22. We wanted to celebrate some true heroes who are working tirelessly during this challenging time, by giving out over 800 ice cream cones. We truly appreciate our partnership with San Antonio Regional Hospital!


Torrance Memorial Medical Center

On September 2nd, we were able to celebrate some true heroes during this challenging time!! Our team had fun hosting our fourth annual client appreciation event at Torrance Memorial Medical Center. We had an ice cream truck, and shared over 800 ice cream cones in a 3 hour period for this event. Ice cream makes social distancing and masks not seem so bad! We appreciate our partnership with Torrance Memorial.