Arthur S. Locke, III, CPA/PFS, CFP

Arthur S. Locke, III, CPA/PFS, CFP

Founder, President and CEO

Art has lived in Northern Virginia for over 50 years.  He has been an active investor for many years, a Certified Public Accountant (CPA) licensed in Virginia for over 25 years and a long-time member of the Association of International CPAs (AICPA).  Art is a credentialed Personal Financial Specialist, which is only available to CPAs through the AICPA.  He also passed the CFP Board's CFP® Certification Examination and the Series 65 Uniform Investment Advisor Law Examination.

Previously, Art served in an executive capacity for 5 publicly-traded companies, including Chief Financial Officer of 3.  In 2006, Art was a top-five finalist for the 2006 Greater Washington Technology Council Public Company CFO of the Year.  He also served in an advisory capacity to several private companies and their owners.  He started his career after college working for 2 of the world's largest CPA firms.  Art received a Bachelor of Science in Business Administration from American University with a double major in accounting and computer systems.  He enjoys golf, traveling, cycling, good food, good company and helping others.

For more information about our firm and advisor, click BrokerCheck.

Phone 571-271-5125
Mobile Phone 571-271-5125