Lisa  Dickholtz,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa Dickholtz, CFP®

Co-Founder, Wealth Advisor

DICKHOLTZ HEALTH & WEALTH

PO Box 1130, 7301 E. Sundance Trail, Suite B202
Carefree, AZ 85377
FINANCIAL ADVISOR'S WEBSITE
(847) 612-9684

General

Lisa Dickholtz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DICKHOLTZ HEALTH & WEALTH in Carefree, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Securities America, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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