Michael Lockwood is an Investment Advisor Representative with Lincoln Financial Advisors. With over 30 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 7 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 Stuart Smith's motto "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.
Outside of the office you can find Mike spending time with his family. Mike and his wife Michelle, have enjoyed 28 years of marriage. Their oldest son, Nick, has recently joined the practice as a financial advisor. Mike and Michelle enjoy going to Sonoma to visit their daughter, who is starting the credential program for elementary education at Sonoma State University in the spring, and watching their youngest, Grant, play baseball at Cal Poly Pomona.
*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 200 planners within Lincoln Financial Advisors. Lincoln Financial Advisors Stuart Smith Award is for outstanding business performance, community service, and commitment to family.