Michael Lockwood, CFP®, CRPC®

When you were a child, what did you want to be when you grew up?

A High School Math teacher.  My role model in high school was my math teacher.  I stopped that journey in college once I took Calculus III.  Fortunately, I feel like I have become a teacher. 

What is your favorite travel destination?

I have had the good fortune to travel quite a bit, but my favorite travel destination, that I have actually been to, is Italy.  I love the food, the history, the “hole in the wall restaurants”, the wine, etc.  My bucket list destinations include Australia, Iceland, and the Philippines.

What was your first job?

During the summer between the 5^th and 6^th grade, I had three “jobs”.  I shared three paper routes with a buddy. I also worked on a farm splitting apricots for drying out and finally bagged ice at the local liquor store for the owner to sell.  This is when I learned hard work and staying busy would be the key to my happiness. 

What's your favorite sports team?

Although I am a Rams season ticket owner, I have always been a 49er fan (since my youth). I am also an Angels fan and was able to go to a World Series game in 2002. 

Bio

Michael Lockwood is an Investment Advisor Representative with Lincoln Financial Advisors. With over 35 years of experience in the financial planning industry, Mike has built a loyal clientele of successful professionals, executives, and retirees. While Mike began his career working almost exclusively with health care professionals, his current client-base has been built largely through referrals. 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.  While investments are an integral part of the process, the real value is the coordination of all of the financial components that go into creating a financial game plan to follow. 

Mike has a bachelor’s degree with dual emphasis in finance and marketing from California State University, 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. He is also a 20-year member of the Board of The Resource Group (TRG) while sitting on the board for 8 of those 20 years. TRG is a collection of the top planners within Lincoln.

Locally, he is involved in many charities including the Orangewood Foundation and the Caring House.  He is also involved with many local youth and high school sports organizations, including umpiring high school baseball games.

Outside of the office you can find Mike spending time with his family and traveling. Mike and his wife Michelle, have enjoyed over 32 years of marriage. Their oldest son, Nick, has joined the practice as a financial advisor. Mike and Michelle enjoy traveling including trips to Sonoma County to visit their daughter, who is an elementary school teacher. Their youngest son, Grant, has recently graduated from Cal Poly Pomona with a Business degree and is now working in the financial industry. 

The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.