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Bio
Nick Lockwood is an Investment Advisor Representative with Oakwood Wealth Partners. He works with retirees, small business owners, and families to help them reach their financial goals. Nick, and his team, take a comprehensive approach to developing financial plans for clients, which include investment management, estate planning strategies, and risk management. By working cross-disciplinarily, he identifies coordination gaps and relies on his process driven methodology to help clients reach financial independence. Nick takes pride in the relationships he forms with his clients because he believes that these relationships open the door for effective, comprehensive planning.
Nick began his career with Osaic Wealth (formerly Lincoln Financial Advisors) in the Advisor in Training program. In this role, he assisted advisors around the country in building retirement plans, while developing innovative solutions to help their clients reach their financial goals before, and during retirement. Nick graduated from Lewis & Clark College in Portland, Oregon with a B.A. in Rhetoric & Media Studies. After graduation, he spent time working in the technology sector before ultimately joining Lincoln. Nick has achieved the Chartered Retirement Planning Counselor (CRPC®) designation and is studying to achieve his CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) designation from the College for Financial Planning .
Outside of the office, Nick enjoys spending time with his wife, Sarah, their daughter Charlotte, and watching the Los Angeles Angels play. Being a former collegiate baseball player, Nick spends as much time as he can at Angels games. While attending Lewis & Clark, he spent a semester studying and traveling in Tanzania. He was born in Torrance, California and grew up in Irvine.