Mike Lockwood is an investment advisor representative with Oakwood Wealth Partners in Irvine, California. For over 35 years, Mike has built a practice that has grown to 20 team members, with 11 advisors and 9 staff members, currently overseeing over $1.5 Billion in Assets (as of April 1, 2024). His clientele consists of healthcare professionals, governmental employees, executives and retirees.
Mike strongly believes in working with a team approach to help his client navigate their decisions working towards ultimate financial independence. Using a process driven approach where we first seek to understand our values and goals, we are able to create a true partnership with our clients and their families. Mike believes it is paramount to understand the importance of these values and goals BEFORE any decisions are made.
Outstanding service and a commitment to excellence are trademarks of Mike and the Oakwood Wealth Partners team. Mike’s motto is to make those around him better.
With a dual Finance and Marketing degree from California State University, Bakersfield, Mike has continued his education through obtaining his CERTIFIED FINANCIAL PLANNER™ practitioner in 1994. For over 30 years, he has always put the clients’ best interests first and lives by Lincoln Financial Advisors’ motto of Serve First, Last and Always™. He has been asked to conduct seminars on diverse subjects as Social Security, Retirement Income Planning, Investments 101, Basic Financial Planning and practice management.
Mike is also a published author. In December 2023, Mike released his first book, Decision Decade. The book addresses many of the irrevocable decisions towards retirement and the next phase of your life within the last five years before and the five years after retirement.
Mike has also been honored nationally for his commitment to the Retirement Planning Process. He is a former board member and lifetime member of The Resource Group (TRG). TRG is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors. Locally, he is involved in many charities and youth sports organizations.
Outside of the office, Mike is a family man. Mike and his wife, Michelle, have been married for over 32 years. Their oldest son, Nick is in his fifth year working as a financial advisor with OWP. Their youngest son, Grant, works in the financial services industry. Finally, their only daughter, Lauren is a kindergarten teacher in Sonoma County.
You can reach Mike at:
(949) 341-4188 | Mike.Lockwood@oakwoodwp.com| www.oakwoodwealthpartners.com