Brian-Lockett-Updated.jpg

Brian J. Lockett, CFP®

Vice President, Lead Advisor
Trees

As Comprehensive Wealth Management’s Vice President, lead advisor, and a Certified Financial Planner™ professional, 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 currently serves as a trustee for  Washington State University Foundation and is on the Board of Directors for Edmonds Community College Foundation. He 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.  

< Return to Team
VIDEO: What's the Big Deal about Beta?
Market Insights
VIDEO: What's the Big Deal about Beta?
What is beta and how can it affect your financial future? CWM’s Chief Investment Officer Morgan Arford helps to bre...
Read More
VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
Read More
Understanding the ROI of Career Pathways
Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
Read More
VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
Videos
VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
There are many layers to understanding whether a new job offer or compensation package will be right for your finan...
Read More
Brian-Detail-2.jpg

The power of CWM isn’t that we’re magicians – it’s that we’re a team of committed individuals coming together to help people move toward their goals. I’m lucky to get to share in big life moments with clients, whether they’re reaching a desired milestone or needing a helping hand in a time of need.”

- Brian J. Lockett, CFP®
Biran-Detail-1.jpg

We're Here To Help

Schedule a complimentary, introductory phone call to find out how our team can partner with you to pursue your goals.