Ben Loughery (CBDA, CFP®, CRPC®)
Ben Loughery focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
Pre-Retirement & Retirement Planning – Helping individuals within 10 years of retirement or already retired create a clear, sustainable financial strategyAdditional Information
My name is Ben Loughery (pronounced Lockery), and as the founder and managing principal of Lock Wealth Management, I am dedicated to providing relationship-based, personalized guidance to help clients feel confident about their financial future. With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, I’ve had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given me the insight and expertise to help clients at all stages of their financial journey.NAPFA Start Date
December 06, 2024
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