[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Arizona > Paradise Valley > Katrina C. Lessard, CFP®

Katrina C. Lessard, CFP®

Planner List SAVED PLANNERS (0)

Charles Schwab & Co., Inc.

6720 N Scottsdale Road

Ste 200

Paradise Valley, AZ 85253

Phone: (480) 675-5967

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Insurance
Life Planning
Retirement
Sudden Wealth
Women's Finances

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback