Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
What does financial success look like to you?
Financial Independence, to me, is taking care of those that I care about. I will continue to travel and take the time to really enjoy the simple things around me.
What is your favorite part about your role?
Being a witness to the growth of my clients. I have had the pleasure of helping many clients simplify their lives and enjoy the fruits of their work. I share in their joy. I appreciate when people thank me for the role I have played in their lives.
What is your favorite travel destination?
Italy. I love the history and the food. As I've gotten older, I have enjoyed learning more about history. This will be my focus of retirement I am guessing.
What is the best advice you've been given?
Leave the world better than you found it. I believe everyone can offer something...as simple as the ability to listen.
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. 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, 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.
Mike has also been honored nationally for his commitment to the Retirement Planning Process. For three years in a row, in 2014, 2015 and 2016, Mike was named the Lincoln Financial Group's national ABS Advisor of the Year*. He is also a 10 year member of the Board of The Resource Group (TRG). TRG is a collection of the top planners within Lincoln.
Finally, he is a two time winner of the Stuart Smith Award (in 2004 and 2010). This is an award given to the advisor who has given back to his community and lived by Lincoln's philosophy, "Serve First, Serve Last, Serve Always". Locally, he is involved in many charities including the Blinded Veterans Association, Orangewood Foundation and many local youth sports organizations, including baseball umpiring.
Outside of the office you can find Mike spending time with his family. Mike and his wife Michelle, have enjoyed over 31 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, will be graduating from Cal Poly Pomona with a Business degree in May of 2023.
*This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln's principles, and is selected by Lincoln senior managers. The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors. Lincoln Financial Advisors Stuart Smith Award is for outstanding business performance, community service, and commitment to family.