Business Planning

Contact

Office: (949) 341-4188

17400 Laguna Canyon Road

Suite 125

Irvine, CA 92618

OakwoodWealth@LFG.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin

Insurance: Arizona, California, Colorado, Florida, Idaho, Maryland, Massachusetts, Missouri, Montana, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Oregon, Tennessee, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin

Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Valerie Esteban: California Insurance License #0I63087

Kevin Campbell: California Insurance License #0L34919

Nick Lockwood: California Insurance License #0M83310

Sean Hooper: California Insurance License #0M29054

Marianne Ehlers: California Insurance License #0I57918

Matthew Manskar: California Insurance License #4054270

Terri Halligan: California Insurance License #0E02159

Heather Searl: California Insurance License #0K30246

Roberto Duran - California Insurance License #0C87851

Derrick Nguyen - CA Insurance License # 0J10811

Kevin Oros - CA Insurance License #0G54108

Unless otherwise identified, registered 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 (member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com .

Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.

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.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN-3575382-050321