Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
Healthcare Professionals
We understand the unique challenges healthcare professionals face. With busy schedules and limited time to spare, financial planning or retirement planning can be an overwhelming process. There are many factors to consider, including income considerations (Social Security, pension, PT work), future expenses, health care concerns and the level of risk need with your investment accounts. We have years of experience in helping health care professionals both TO and THROUGH their retirement.
We take great pride in knowing we have been able to help so many physicians, nurses, and other healthcare professionals get their financial house in order as they get ready for retirement and work to reach their individual financial goals. We are currently working with the employees at two major hospitals in the Southern California region. Many of these clients choose to work with us outside of the hospital setting as well, to preserve their wealth, understand their income needs and plan for their retirement. In Mike’s words, “The doctors and nurses I have met over the years have dedicated their lives to helping others. It makes me feel proud that our planning helps them envision a future where they can relax and enjoy their retirement. Many of these clients have trusted me for over 20 years. That is very fulfilling to me”.
Our mission is simply to make those around us better. Retirement and Financial Planning can be confusing and overwhelming. We work hard to make this world a less complicated. Through our partnerships, we help our clients understand their options and their next steps. We do this in an environment that encourages questions and dialogue to better understand each other. Our process gives our clients the confidence to move forward and help them to sleep a bit better at night.
We are locally located in Irvine, California, close the Irvine Spectrum area. Give us a call to find out how we can help you reach your financial goals.
Oakwood Wealth Partners
17400 Laguna Canyon Road, Suite 125 Irvine, CA 92618
Phone: (949) 341 - 4188. Email: oakwoodwealth@oakwoodwp.com