Katrina C. Lessard,  CFP<sup>&reg;</sup> - Financial Advisor

Katrina C. Lessard, CFP®

AEP®

Founder / Wealth Manager

Lessard Wealth Management

7337 E Doubletree Ranch Road, Suite 195
Scottsdale, AZ 85258
FINANCIAL ADVISOR'S WEBSITE
(480) 463-4528

General

Katrina Lessard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lessard Wealth Management in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC®, FPQP®, AEP®

Insurance Licenses

  • Life insurance: AZ, CA, IL, PA
  • Fixed annuities: AZ, CA, IL, PA
  • Variable annuities: AZ, CA, IL, PA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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