Financial services

Comprehensive Wealth Management's Brian Lockett Earns Accredited Estate Planner Designation

Strategic Insights

Aug 14, 2025 — 1 min read

Comprehensive Wealth Management, a family-owned financial services firm, announced that Brian Lockett, CFP, has earned the designation of Accredited Estate Planner (AEP). Administered by the National Association of Estate Planners & Councils, the AEP designation is a graduate-level, multi-disciplinary specialization in estate planning. It recognizes a high level of dedication and service with a collaborative, team-based approach. This recognition validates the firm's integrated estate and financial planning services, which help clients navigate complex financial and administrative processes.

Key Takeaways:

Brian Lockett, CFP, has earned the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.
The AEP designation is a graduate-level, multi-disciplinary specialization in estate planning that recognizes a high level of dedication and service with a collaborative, team-based approach.
Comprehensive Wealth Management offers integrated estate and financial planning services that help clients navigate complex financial and administrative processes.
The firm has extensive experience helping clients and their family members and heirs navigate estate planning and transfer of assets.
Brian Lockett states that the AEP designation helps signal the firm's approach as detailed, thorough, and highly collaborative with other professionals involved in estate planning.

Statistics:

Comprehensive Wealth Management is a Pacific Northwest wealth-management firm.
The firm has extensive experience helping clients and their family members and heirs navigate estate planning and transfer of assets.
The AEP designation is awarded to estate planning professionals who meet stringent requirements in areas of education, experience, knowledge, professional reputation, and character.

Sources:

GlobeNewswire (MIL-OSI)
Comprehensive Wealth Management
National Association of Estate Planners & Councils
FIRMANI
The MIL Network
Multimedia Investments Ltd
Contify.com

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