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Brian J. Lockett, CFP®

Vice President, Lead Advisor
Trees

As Comprehensive Wealth Management’s Vice President, lead advisor, and a Certified Financial Planner™ (CFP®), Brian brings decades of expertise and a personal and fiduciary commitment to put clients first.

Brian is responsible for helping clients define their lifestyle goals and intentions – what it means for them to live richly – and developing thoughtful strategies to help pursue their purpose. He partners with individuals and families to understand their long-term goals from the simple to the highly complex, while also coaching clients and collaborating with their extended team of outside professionals such as CPAs or estate planning attorneys. This holistic approach enables Brian to create cohesive, bespoke strategies designed to help clients reach their personal aspirations; whether that involves achieving financial objectives that create space for passions like world travel, running a business, or developing successful saving strategies to support a work-optional lifestyle.

Brian has extensive experience in the areas of financial planning, 401k group plans, investment strategies, insurance and charitable giving strategies. He is also passionate about promoting financial literacy in the Pacific Northwest, through sharing his insights in local publications or serving as a guest speaker at his alma mater, Washington State University (WSU).

Brian graduated with a bachelor's degree from the College of Business and Economics at WSU and was a member of the Mu Kappa Tau Honor Society.

Outside of Work

Brian enjoys engineering, photography and hiking with his wife Shilo, their two sons, Adam and Benjamin. He also currently serves as a trustee for both  Washington State University Foundation and Edmonds Community College Foundation and avidly supports initiatives and coursework geared towards improving financial literacy education. 

Designations/Certifications

  • Series 7 
  • Series 66 
  • WA State Insurance License 

Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer, Member FINRA, SIPC. Advisory services offered through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. IFG and CWM are unaffiliated. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.  

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I think a lot of planners try to project this image that they alone have a special kind of magic to build wealth. Here’s what’s true: managing wealth is a job like any other, and it requires a lot of hard and diligent work.

- Brian J. Lockett, CFP®
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