LOCKLIN FINANCIAL - Key Persons

Kevin is a Temecula native who earned his B.S. in Computer Engineering Cum Laude at University of Southern California in 2004. From 2004 to 2013 he worked on various projects as a Software Engineer at Boeing. Some of his projects included Missile Defense, Satellites, and Army Systems around Southern California as well as Commercial Airplanes in Phoenix, AZ. While working full-time at Boeing, Kevin earned a Master's Degree in Computer Science with an Emphasis in Robotics from USC in 2007 and his MBA at UC Irvine's Paul Merage School of Business in 2011. In 2013, Kevin and his growing family moved from Phoenix back home to Temecula to join his father, Bill, to create Locklin Financial Group. Kevin is married to his high school sweetheart, Lisa. They have three daughters, Chloe, Remy, and Phoebe. Outside of the office Kevin enjoys spending time with his family, playing golf, going to the beach, and working out at Crossfit Temecula.

Bill Locklin has been a professional in the financial services industry since early in the 1970s. He holds BSME and MBA degrees from the University of Arizona, and is a Certified Financial PlannerTM. Bill has also served as President and Chairman of the Los Angeles chapter of the International Association for Financial Planning. Because he feels certain that most retirees will lose more to taxation than to market declines during retirement years, Bill stresses tax reduction and tax relief in his practice and in services to his clients. Many advisors are adept at helping their clients accumulate wealth during their working years. However, a smaller number of advisors are competent in helping people to take distributions from their retirement savings in a tax wise and tax efficient manner. Due to his focus in this area, Bill is sought out by those concerned about the potential losses to their retirement plans due to taxation.