Grant Lockwood is a Financial Professional Trainee with Oakwood Wealth Partners. Within the team, Grant supports the advisors with developing & implementing financial plans, taking care of certain client requests, and curating reports for in-depth analysis of clients’ past, current, and future decisions. He graduated from California Polytechnic State University, Pomona where he majored in Business Administration and was a member of the baseball team.
Grant currently lives in Trabuco Canyon, CA and was born and raised in Irvine. His favorite TV show is Ted Lasso, his favorite movie is Interstellar, and he is an avid supporter of the Angels and the Rams.