Lisa L Lockerman, MSFS, ChFC, AEP

Lisa L Lockerman, MSFS, ChFC, AEP

Wealth Advisor

Phone: 949-544-3500 x 3501
Fax: 949-379-7272
E-mail:
 

Lisa Lockerman is the Founder and President of Lockerman Financial & Insurance Solutions, Inc..  Lisa has proudly served as a trusted wealth manager since 1991.

 

In her partnership with clients, Lisa uses the philosophy of Financial Life Planning, a client-centered holistic approach that merges clients’ money with their lives.  Lisa enjoys building long-term relationships with her clients by truly listening to their needs and educating them in ways that are comprehensive, yet easy to understand.  Lisa specializes in working with Executives and Managers of publicly traded companies.

She also enjoys speaking and has served as guest speaker at various professional group meetings, seminars, and educational venues, including some youth organizations.

Lisa holds a Master of Science degree in Financial Services (MSFS) from 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.

Lisa received the Chartered Financial Consultant (ChFC) designation and Certificate in Estate Planning and Taxation from The American College in Bryn Mawr, Pennsylvania.  She received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils.

Honors & Awards

Five Star Wealth Manager Award 2017

Five Star Wealth Manager Award 2016

Women's Choice Award 2016

Five Star Wealth Manager Award 2015

Women's Choice Award 2015

Five Star Wealth Manager Award 2014

Women's Choice Award 2014

Five Star Wealth Manager Award 2013

Five Star Wealth Manager Award 2012

Professional Volunteerism – present & past
CSU Long Beach - Finance Department - Advisory Board Member

City of Aliso Viejo - Planning Commissioner
Irvine Chamber of Commerce – Board & Executive Committee Member
Society of Financial Service Professionals – Board Member

Professional Associations
Financial Planning Association
Irvine Chamber of Commerce
National Association of Estate Planners & Councils
Orange Coast Estate Planning Council
ProVisors
South Orange County Regional Chambers of Commerce

Civic and Charitable Support
AIDS Services Foundation of Orange County
Olive Crest Homes and Services for Abused Children
Orange County Child Abuse Prevention Center
Orangewood Children’s Home
Second Harvest Food Bank

CA Insurance License 0822719

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 are not affiliated.

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 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 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 www.womenschoiceaward.com or go to: www.wife.org/womens-choice-award/finding-a-financial-advisor/