Lockerman Financial Group

Investment Management - Newport Beach, California, United States

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Lisa Lockerman

Wealth Advisor

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Lockerman Financial Group Details

We offer fee-based wealth advisory services. We help our clients create a life and legacy be design, not default. Services include financial and estate planning, investment management and insurance services. We specialize in working with Executives of publicly traded companies.

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Employees: 2
HQ: +1 949-544-3500
Location: Newport Beach, California, United States
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