Broker Check
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®.

With over two decades of experience, Katrina recognizes that your financial goals are as unique as you are. She meticulously crafts personalized wealth strategies that align with your aspirations, focusing on generating sustainable wealth while addressing your risk tolerance and time horizons. Katrina employs sophisticated tax strategies to optimize your financial outcomes, reducing tax burdens and preserving more of your hard-earned wealth. She also understands the importance of safeguarding your legacy. She collaborates with estate planning professionals to create comprehensive estate plans that ensure a seamless transfer of wealth while addressing complex family dynamics and philanthropic intentions.

Katrina believes in preparing the next generation for financial stewardship. She offers tailored family meetings, cultivating financial literacy and responsible wealth management skills among your heirs, fostering a legacy that spans generations. Katrina delivers a white-glove client experience, characterized by personalized attention and prompt responses. Your financial well-being is her top priority, and she is committed to addressing your needs with the utmost care and discretion.

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 enjoys traveling, photography, reading/learning, spending time with family/friends, and snuggling her Maltese fur babies!