As we celebrate twenty-five years of serving the community, I am grateful that each day we have an opportunity to make a positive difference in the lives of those we serve.
Newport Beach, CA (PRWEB) June 17, 2016
Lockerman Financial is pleased to announce that Founder and President Lisa Lockerman is celebrating 25 years of serving the community as a trusted wealth manager since 1991. Over the past 25 years, she has received various industry recognitions, including the Five Star Wealth Manager Award* in 2012, 2013, 2014, 2015 and 2016, as well as the Women’s Choice Award** in 2014, 2015 and 2016.
“At Lockerman Financial, putting our clients’ best interests first and serving them with the highest ethical standards has always been at the core of everything we do,” said Lockerman. “As we celebrate twenty-five years of serving the community, I am grateful that each day we have an opportunity to make a positive difference in the lives of those we serve. I have seen a great deal of change in our industry over the last 25 years, and more change is coming. With the DOL Fiduciary Rule that is to take effect in April of 2017, I am proud to say that we are well positioned and have been for over 17 years. We embraced the fee-based model in 1998, long before it was common place in our industry, and that has set us up to continue serving our clients well.”
Lockerman earned a Bachelor of Science degree in business administration with an emphasis in finance management, a minor in Spanish from California State University, Long Beach, and she holds a Master of Science degree in financial services (MSFS) from The American College in Bryn Mawr, Pennsylvania. She received the Chartered Financial Consultant (ChFC) designation and a Certificate in estate planning and taxation from The American College. She also received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She holds FINRA Series 6, 7, 24, 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 offering 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. For more information, visit http://www.LockermanFinancial.com or contact Lockerman Financial info(at)LockermanFinancial(dot)com.
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future performance. For more information, go to http://www.fivestarprofessional.com.
**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 basic program fee to cover the cost of comprehensive review and client survey.
WomenCertified®, home to the Women’s Choice Awards, awards businesses, brands and services based on high recommendation ratings by female consumers. WomenCertified 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 or go to: http://www.wife.org/womens-choice-award/finding-a-financial-advisor/
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.