Robert Lockhart, CEO, Financial advisor at Align Financial Inc.

Robert Lockhart

CEO, Financial advisor at Align Financial Inc. | Napa, California, United States

Profile last verified July 2026
Financial Services Verified Profile Napa, California, United States California State University-Chico
Verified

Work Email

***@alignfinancialinc.com

Last verified August 2026

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

707*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Robert Lockhart Socials
Robert Lockhart Work Experience

CEO, Financial advisor at Align Financial Inc. in August 2020 - Present

Financial Advisor at Edward Jones in July 2008 - August 2020

Robert Lockhart Education

California State University-Chico, B.S.,Instructional Design,Spanish Minor.,, January 1997 to January 2000

Napa High, January 1992 to January 1995

Instituto cultural costarrisence

Robert Lockhart Skills
Wealth Management Retirement Planning Life Insurance Investments CRM Strategic Planning Start-ups Management Portfolio Strategies Mortgage Lending Training Sales Marketing Loans Sales Management Series 7 Refinance Mutual Funds 401k IRAs Insurance Loan Origination Financial Analysis Credit Small Business Spanish Financial Services Asset Protection Strategies Retirement Customer Service Investment Advisory Coaching Development & delivery of training Media Communications Learning Theory Training Programs Training Manuals Training Management 401k Options
Robert Lockhart’s Colleagues
Robert Lockhart

Robert Lockhart

Napa, California, United States

CEO, Financial Advisor at Align Financial, Inc, offering investment products and services through Raymond James Financial Services

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “...

John Momsen

John Momsen

San Diego, California, United States

Project Management, Owner's Rep with Align Construction Management, Inc. // Home Loans with C2 Financial Corporation. NMLS # 135622, CA DRE 01821025 John Momsen NMLS # 276145 DRE # 01777557

Senior Loan Officer at C2 Financial Corporation
(Mar 2012 – Present)

Thomas Frank

Thomas Frank

Lawrenceville, Georgia, United States

Strategic Partner at Align Financial Services Consultants, Inc.

Align fsc ia an international consulting firm focused on helping financial services organizations achieve profitable growth. The company is a founded on three distinctive principles: market and customer understanding is key to optimizing performance, internal capabilities mu...

Alissa Davidson

Alissa Davidson

Columbia, Tennessee, United States

Client Service Specialist at Align Wealth Management, a private advisory practice of Ameriprise Financial, LLC

Client Service Specialist at Align Wealth Management, a private advisory practice of Ameriprise Financial, LLC
(Jan 2005 – Present)

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Frequently asked questions about Robert Lockhart

What is Robert Lockhart email address?

Email Robert Lockhart at [email protected] and [email protected]. This email is the most updated Robert Lockhart's email found in 2026.

What is Robert Lockhart phone number?

Robert Lockhart phone number is 7072515839 and 7076904600.

How to contact Robert Lockhart?

To contact Robert Lockhart send an email to [email protected] or [email protected]. If you want to call Robert Lockhart try calling on 7072515839 and 7076904600.

What industry does Robert Lockhart work in?

Robert Lockhart works in the Financial Services industry.

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