John Lockwood-Financial Advisor & Insurance Specialist at Genovese Burford & Brothers in Sacramento, CA

John H. Lockwood, ChFC®CLU®

Director of Insurance Services

(916) 924-7527
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My Philosophy

Financial independence means different things to different people. No matter how you define financial freedom and abundance in your life, achieving your goals requires a well thought-out plan with accountability partners to encourage you to dig deep when life throws curve balls your away. My value is to provide unbiased advice that I would recommend to my 94 year old Grandmother to ensure she doesn’t run out of money when my Grandfather needs skilled nursing care, or the advice I give to my Wife to provide for my son and fulfill our financial goals if I should not make it home from work today. My desire is to create trusted relationships with clients to help them reach their financial goals.

 

My Specialties

  • Retirement Planning
  • Investment Management
  • Executive Benefit Planning
  • Long Term Care Planning
  • Annuity Rescue Strategies
  • Life and Disability Insurance Strategies

My Interests

  • Spending time with my Wife and Son
  • Playing with Bicycles- Riding, tuning, building
  • DYI home projects
  • Cooking on my Traeger
  • Making people smile- life is good!

My Qualifications

  • Chartered Financial Consultant, ChFC®
  • Chartered Life Underwriter, CLU®
  • Bachelor of Science in Business with emphasis in Finance, San Diego State University (2005)

My Involvement

  • Boys and Girls Clubs of Greater Sacramento, Board Member
  • Mesa Verde High School Alumni Association, President
  • Friedreich’s Ataxia Research Alliance, R&D Funding Advocate

My Experience

  • 2015- Present- Genovese Burford & Brothers- Financial Advisor
  • 2014-2015- Rapid Brands- Director of Business Development
  • 2004-2014- Northwestern Mutual- Financial Advisor

 

GBB Advisors have clean regulatory records. Does yours? Click the BrokerCheck® link to find out.

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here