Brian Lockett is Vice President and Lead Advisor of Comprehensive Wealth Management in Lynnwood, Washington. Brian graduated with a bachelor’s degree from the College of Business and Economics at Washington State University and was a member of the Mu Kappa Tau Honor Society. As vice president and lead financial advisor for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex. He has extensive experience in the areas of financial planning, 401k group plans, investment strategies and insurance.

Brian’s talk will focus on “FinEc: Things EVERYBODY Needs To Know.”

Zoom link for this session (and future sessions)