Professional Experience
• Industry Experience: Over 25 years of experience in wealth management
Education & Credentials
•Bachelor of Science, Economics (Minor in French) – W.P. Carey School of Business, Arizona State University
• Certified Financial Planner™ (CFP®)
•Accredited Estate Planner® (AEP®)
•Licenses & Designations: Series 7, 63, AZ Life & Health Insurance Insurance
Personal Information
As the Founder of Lessard Wealth Management, Katrina brings over two decades of experience advising successful individuals and families on investment management, tax-efficient wealth strategies, and multi-generational legacy planning.
With a deep understanding of the complexities that come with significant wealth, Katrina works with clients to implement advanced tax strategies aimed at enhancing financial efficiency, optimizing portfolio tax treatment, and aligning with long-term planning objectives. She also works closely with estate planning professionals to help develop coordinated wealth transfer strategies that reflect clients’ unique family dynamics and philanthropic intentions.
Recognizing that true wealth extends beyond financial assets, Katrina is passionate about helping families prepare the next generation for responsible stewardship. She leads tailored family meetings designed to cultivate financial literacy, instill sound wealth management principles, and foster a lasting legacy of financial success.
At Lessard Wealth Management, Katrina is dedicated to providing a high-touch client experience, offering proactive guidance, tailored financial strategies, and a commitment to professional discretion. Her approach provides a seamless, well-orchestrated financial strategy that evolves with each client’s long-term vision and priorities.
Katrina is an active member of the Central Arizona Estate Planning Council (CAEPC) and the National Association of Estate Planners & Councils (NAEPC).
Residing in Paradise Valley, Arizona, for over a decade, Katrina has actively contributed to her community. She served on the Historical Advisory Committee for the Town of Paradise Valley from 2018 to 2021 and as President of the Town of Paradise Valley Women’s Association in 2021. Beyond her professional endeavors, Katrina enjoys traveling, photography, and cherishing moments with her family, friends, and beloved Maltese dogs.