wealth advisor to executives business professionals and retirees specializing in executive comp and retirement income@ Lockerman Financial Group
Newport Beach, California, United States
Lisa Lockerman, MSFS, ChFC, AEP
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California State University, Long Beach
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Tell me more about Lisa Lockerman, MSFS, ChFC, AEP?
FlashIntel GPTLisa Lockerman is a highly experienced Wealth Advisor with over 32 years of work experience. She specializes in financial planning, estate planning, retirement planning, investments, and wealth accumulation. Based in Newport Beach, California, Lisa is known for helping individuals and families create a life and legacy through design and design. She is also a registered principal and has a strong background in securities offered through Cambridge Investment Research, Inc. and a broker/dealer. Lisa's expertise and extensive work experience make her a valuable asset in the field of wealth management.
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About
I am a Wealth Advisor who helps individuals and families create a life and legacy by design, not default. I help them become crystal clear on their vision and mission in order to create, protect, and transfer wealth.sm Specialties: Executives and Managers of publicly traded companies. Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lockerman Financial Group not affiliated. CA Insurance License 0G56777 and 0822719. Link to FINRA BrokerCheck: http://brokercheck.finra.org/
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wealth advisor to executives business professionals and retirees specializing in executive comp and retirement income
Wealth Advisor
Wealth Manager And Chief Relationship Officer
Investment Management
Lisa Lockerman, MSFS, ChFC, AEP's Professional Milestones
- Wealth Advisor And President (2012-02-01~2012-12-01): Advocated for clients' personal financial needs and guided them towards successful financial goals.
- Board Member And Vice President Of Membership (2001-07-01~2007-06-01): Inspiring and empowering members to reach their full potential through strategic membership initiatives.
Education
Business Administration,
Finance,
Bachelors,
Bachelor Of Science
1986-1991Skill
Financial Planning
Estate Planning
Retirement Planning
Investments
Wealth Accumulation
Wealth Management
Wealth Accumulation Strategies
Wealth Preservation Planning
Multi Generational Wealth Transfer
Intergenerational Wealth Transfer
Wealth Management Services
Executive Benefit Strategies
Employee Stock Options
Estate Preservation
Financial Risk Management
Holistic Financial Planning
Strategic Financial Planning
Personal Financial Planning
Asset Managment
Investment Strategies
Executive Pay
Assisting Executives
Business Executives
Deferred Compensation
Asset Protection
Restricted Stock
Performance Based Compensation
401k Rollovers
Financial Planners
Asset Management
Financial Advisory
Wealth
High Net Worth Individuals
Retirement
Investment Advisory
Retirement Plan Consulting
Estate Tax Planning
Investment Management
Certification
Other Named Lisa Lockerman, MSFS, ChFC, AEP
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Lisa Lockerman, MSFS, ChFC, AEP works for Lockerman Financial Group
Lisa Lockerman, MSFS, ChFC, AEP's role in Lockerman Financial Group is wealth advisor to executives business professionals and retirees specializing in executive comp and retirement income
Lisa Lockerman, MSFS, ChFC, AEP works in the industry of Investment Management
Lisa Lockerman, MSFS, ChFC, AEP's latest job experience is wealth advisor to executives business professionals and retirees specializing in executive comp and retirement income at Lockerman Financial Group
Lisa Lockerman, MSFS, ChFC, AEP's latest education in California State University, Long Beach
