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JOHN H. LOCKWOOD, CFP®, CLU® Thumbnail

JOHN H. LOCKWOOD, CFP®, CLU®

(916) 269-0810 | 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 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

  • CERTIFIED FINANCIAL PLANNERTM (2018)
  • 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
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