John Lockwood, CFP®

Business Name: CAPTRUST
Services Offered: I am a fee based, Fiduciary Advisor. I help business owners delegate the fiduciary liability of selecting and monitoring investments offered in their corporate retirement plans. I find pleasure in rescuing people from the confines of annuity products that were sold to them.
Business Category: Wealth Advisor

Contact Information


John strives to help his clients make sound finanical decisions to secure their finanical future. He does this by asking questions and ensuring assets are working effeciently through the lens of market particpation, appropriate risk exposure, tax planning, income planning, and leaving a legacy.

He has nearly 16 years of experience in the financial services industry. John joined CAPTRUST from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor. Before Genovese Burford & Brothers, John spent 10 years working as a financial advisor for Northwestern Mutual. He earned a Bachelor of Science degree in finance from San Diego State University.

John anchors business and finacial news weekdays during the 6:00 am hour on Sacramento News Radio KFBK 93.7 FM.

Outside of work, John enjoys spending time with his wife Kate and children Henry and Ruby. He is passionate about anything bicycle related as playing with bikes keeps John grounded in his core values; freedom, fun, and living a healthy lifestyle. Volunteerism also plays an important role in John’s life. He has been an active board member with the Boys & Girls Clubs of Greater Sacramento—inspiring and enabling young people to reach their full potential as productive, caring, responsible citizens.

Industry Designations

  • Chartered Life Underwriter®


  • Series 7- General Securities
  • Series 65 – Investment Adviser