Mike Lockwood is an investment advisor representative affiliated with Lincoln Financial Advisors. With over 30 years of experience in the financial planning industry, Mike and his team have built a loyal clientele of successful healthcare professionals, government employees, executives, and retirees. The client base has been built largely through referrals from his clients, which represent assets over $1 billion.
Mike believes in a team approach to helping his clients achieve financial independence. Using a process-driven approach where he and his associates seek first to understand their clients’ values and goals, they are able to create a true partnership with their clients and their families. Mike and his team understand the importance of really knowing what their clients’ true priorities are BEFORE decisions are made. Through this mutual discovery, and using his process-driven approach, the team can effectively communicate the solutions that best fit their situation. This process has helped Mike build long-term relationships over his career.
With a dual degree in marketing and finance from California State University, Bakersfield, Mike has continued his education by earning both the CERTIFIED FINANCIAL PLANNERTM practitioner and the Chartered Retirement Planning Counselor designations. He has been asked to conduct multiple seminars on such diverse subjects such as Social Security, Retirement Income Planning, Investments 101, Basic Financial Planning for New Graduates, and practice management. He has also been featured in Partner Magazine and interviewed in several publications.
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 seven 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 26 years of marriage. Their oldest son has graduated from college and is now living in Portland. Mike and Michelle enjoy going to Sonoma to watch their daughter ride horses competitively, and watching their youngest, Grant, play baseball at his high school. .
*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.