John H. Lockwood, ChFC

John H. Lockwood, ChFC®CLU®
Director of Insurance Services

(916) 924-7527
Email John

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. To stand the test of time, this plan rests on two pillars- asset management and risk management. When managing assets, we believe having an in-depth understanding of the client’s financial situation along with their goals allows us to construct robust investment strategy that aligns objectives and risk tolerance to build wealth and manage volatility over time. To ensure your wealth is protected, we create a solid risk management strategy. At is core, we are protecting your income and assets from unexpected life events, retirement longevity, and acute health care needs in retirement. Developing a sound risk management strategy can protect and preserve your wealth to provide durable income, and position assets to go to your heirs and not the tax man. My desire is to create trusted relationships with clients to help them reach their financial goals.

 

My Specialties

  • Financial Planning
  • Risk Management
  • Insurance- Life, Disability, Long Term Care, Annuities
  • Retirement distribution strategies
  • Asset transfer

My Interests

  • Spending time in the kitchen with my wife, Kate
  • Playing with bicycles- Mountain, Road, Cruisers- I love them all
  • Hanging out with Family
  • Making people smile

My Qualifications

  • Chartered Financial Consultant, ChFC®
  • Chartered Life Underwriter, CLU®
  • Series 6, Investment Company and Variable Contracts Products Representative Examination
  • Series 63, Uniform Combined State Law Examination
  • Bachelor of Science in Business with an emphasis in Finance, San Diego State University (2005)

My Involvement

  • Boys and Girls Clubs of Greater Sacramento, Board Member
  • National Association of Insurance and Financial Advisors, Member
  • Society of Financial Services Professionals, Member

My Experience

  • 2015- Genovese Burford & Brothers
  • 2014-2015- Rapid Brands
  • 2004-2014- Northwestern Mutual

Contact Us
For A Consultation

Send Email

Or

Call Us at 916-924-7527