Lockerman Financial Group Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Lockerman Financial Group operates in the investment management sector as a fee-based wealth advisory firm. Located in Newport Beach, California, the company provides financial and estate planning, investment management, and insurance services, aiming to help clients design their lives and legacies rather than defaulting to circumstance. Its client base includes executives from publicly traded companies, suggesting a focus on professionals with sophisticated planning needs and potential estate considerations. The firm positions itself within the broader wealth management industry and reflects a small, highly specialized practice tailored to executive-level financial planning and risk management, with a footprint in a major Southern California market. A recent activity noted is an investment in Becton, Dickinson and Company, indicating engagement with broader market opportunities, though the primary emphasis remains on advisory services and comprehensive wealth management.

Sign up for free to view info

Company overview Email format