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951-676-2010
kevin@locklinfinancial.com
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Protect. Grow. Enjoy.

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Are you retirement ready?

At Locklin Financial, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed to pursue your success.

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our services

our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Meet the Team

Meet the Team

Our business is built on a foundation of thoughtful client relationships.

Irma Cruz-Dogan

Irma Cruz-Dogan

Administrative Assistant

951-676-2010

Kevin R. Locklin, MBA, AIF

Kevin R. Locklin, MBA, AIF

LPL Financial Planner

951-676-2010

William R. Locklin, CFP®, MBA

William R. Locklin, CFP®, MBA

LPL Financial Planner

951-676-2010

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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RESOURCES 

Our goal is your success. Below are some resources to help you have a confident financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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