...The commitment to excellence of our local team, external partners, and the loyalty of our client family members, has enabled us to achieve this recognition...
Newport Beach, CA (PRWEB) March 09, 2016
As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Lisa Lockerman, registered principal of Cambridge Investment Research and president of Lockerman Financial Group has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.
The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Lisa Lockerman has to extraordinary service in addressing the financial needs of women and their families.
“It is an honor to be a multi-year recipient of this award. The commitment to excellence of our local team, external partners, and the loyalty of our client family members, has enabled us to achieve this recognition. As we celebrate our 25th year of serving the community, we are very grateful that each day we have an opportunity to make a positive difference in the lives of those we serve.” said Lockerman.
WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.
Recent studies indicate the following in regards to women and their finances:
- Only 35 percent of women use a professional financial advisor, most (79 percent) doing so for retirement investment recommendations.**
- In the US, Women control about $11.2 trillion of the nation’s investable assets (39% of the country’s estimated $28.6 trillion of investable assets). Nearly half of that, is managed solely by women.***
- Fewer than two in 10 women feel “very prepared” to make wise financial decisions. Half indicate that they “need some help,” and one-third feel that they “need a lot of help.”****
As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.
About Lisa Lockerman
Lockerman is the Founder and President of Lockerman Financial Group. Lisa has proudly served as a trusted wealth manager since 1991. In addition to the Women’s Choice Award, she has received the Five Star Wealth Manager Award in 2012, 2013, 2014, 2015 and 2016.
Lockerman holds a Master of Science degree in Financial Services (MSFS) form The American College in Bryn Mawr, Pennsylvania. She received a Bachelor of Science degree in Business Administration with an emphasis in Finance Management and a Minor in Spanish from California State University, Long Beach. She received the Chartered Financial Consultant (ChFC) designation and Certificate in Estate Planning and Taxation from The American College. She received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She holds the FINRA Series 24, 6, 7, 63 and 65 and is licensed to offer life and health insurance in several states.
About Lockerman Financial Group
Lockerman Financial Group is an independent financial services firm. The advisors at the firm offer unbiased advice and access to a vast array of non-proprietary products and resources. Client relationships start with a personalized planning process to discover what is important to each client. Strategies are then designed to align the client’s goals with financial and estate planning. A collaborative team approach is used to coordinate all aspects of a client’s financial life.
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.
About Women’s Choice Award
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit http://www.womenschoiceaward.com.
** 14th Annual Transamerica Retirement Survey of Workers (2014)
***Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014
****Source: Financial Experience &Behaviors Among Women, 2010−2011 Prudential Research Study (article breaking it down here).