Five Star award winner Michael Lockwood, CFP®

PROFESSIONAL PROFILE

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Michael Lockwood, CFP^®

Owner and Founding Partner

Oakwood Wealth Partners

17400 Laguna Canyon Rd Ste 125

Irvine, CA 92618

Office: 949-341-4277

Cell: (949) 307-1236

mike.lockwood@oakwoodwp.com
www.oakwoodwealthpartners.com

Professional Approach

Mike Lockwood is the President and Founder of Oakwood Wealth Partners in Irvine, California. For almost over 38 years, Mike has built a practice on trust, respect and having fun doing the right thing. His practice has grown to 26 team members currently overseeing $2.0 Billion in assets (as of February 1, 2026). His clientele consists of health care heroes, governmental employees, executives and retirees. Mike strongly believes in working with a team approach to help his clients navigate the decisions associated with the complexities of financial and retirement planning. We use a process-driven approach where the team seeks first to understand our clients’ values and goals. Mike believes it is paramount to understand the importance of these values and goals before any decisions are made. Having worked with some clients for over 25 years, it is very fulfilling to see the work of the vision become a reality.

Mike is also a published author. In December 2023, Mike released his first book, Decision Decade. This book addresses many of the irrevocable decisions toward retirement and the next phase of your life. In November 2024, Mike was a participant and co-author of The E-Myth Evolution with Michael Gerber. His chapter titled “Building a Winning Team” focuses on his experience coaching a youth baseball team and the lessons learned that translated to his business team.

Mike is also a co-host with his son, Nick, on the monthly podcast, Money Made Simple. Mike’s passion for giving back and teaching financial literacy continues through his free monthly webinars he hosts with members of his team.

Outside of the office, Mike is a family man. Mike and his wife, Michelle, have been married for over 34 years. Their oldest son, Nick and their youngest son, Grant, both work with Mike in the firm to make this a true “family business”. Their daughter, Lauren, is doing the real work….teaching kindergarten in Sonoma County.

See Accomplishments

This award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 07/17/2025 through 01/02/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2870 Orange County-area wealth managers were considered for the award; 122 (4 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 2,712, 117, 4%, 5/1/25, 7/31/24 - 12/31/24; 2024: 2,682, 140, 5%, 5/1/24, 7/25/23 - 1/31/24; 2023: 2,576, 160, 6.2%, 5/1/23, 7/25/22 - 2/10/23; 2022: 2482, 143, 6%, 5/1/22, 8/30/21 - 3/4/22; 2021: 2398, 144, 6%, 5/1/21, 8/17/20 - 3/12/21; 2020: 2320, 152, 7%, 5/1/20, 8/1/19 - 3/13/20; 2019: 2469, 187, 8%, 5/1/19, 8/13/18 - 3/11/19; 2018: 2423, 144, 6%, 5/1/18, 6/21/17 - 3/16/18; 2017: 1790, 280, 16%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1383, 312, 23%, 2/1/16, 8/19/15 - 1/15/16; 2015: 2010, 351, 17%, 3/1/15, 8/30/14 - 1/30/15; 2014: 3489, 302, 9%, 3/1/14, 8/30/13 - 1/30/14; 2013: 2293, 415, 18%, 3/1/13, 8/30/12 - 1/30/13; 2012: 1760, 255, 14%, 3/1/12, 8/30/11 - 1/31/12.

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.