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Katrina C.  Lessard, CFP®, AEP®

Katrina C. Lessard, CFP®, AEP®

Founder & CEO

Ms. Lessard is the founder of Lessard Wealth Management. She graduated from the W.P. Carey School of Business at ASU with a Bachelor’s degree in Economics and a minor in French. Katrina currently holds the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Estate Planner Designation®.

Katrina has been helping a select group of clients for over two decades. She has extensive experience in integrated financial planning including an emphasis on advanced estate planning techniques, charitable gifting strategies, investment tax planning strategies, and wealth management. Katrina believes in the team concept of wealth management and works in coordination with CPA's and Estate Attorney's.

Katrina is an active member of Central Arizona Estate Planning Council and the Financial Planning Association of Greater Phoenix.

Katrina has lived in Arizona since 1982. She is active in non-profits and volunteers her time in community activities. Katrina served on the Historical Advisory Committee for the Town of Paradise Valley (2018-2021). She also served as President for the Town of Paradise Valley Women's Association in 2021. 

Katrina is a member of the Association of Financial Educators and offers pro bono workshops to various organizations around the valley. She also serves as the Arizona Chair for Money Smart Week®, a national public education program coordinated by the Federal Reserve Bank of Chicago that empowers people with the knowledge and skills to make better-informed personal financial decisions around the key financial pillars of saving, spending, borrowing and planning.

Katrina enjoys traveling, photography, reading/learning, and eating a healthy plant-based diet.