Katrina C. Lessard, CFP®
Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the CERTIFIED FINANCIAL PLANNER™ certification and acts as a fiduciary. She is the founder and President of Lessard Wealth Management.
Katrina 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 works in coordination with CPA's and Estate Attorney's to ensure financial plans are working in sync.
Ms. Lessard is active in several non-profits and volunteers in many community projects and activities. Katrina serves on the Historical Advisory Committee for the Town of Paradise Valley (2018-2021). She also serves on the board for the Town of Paradise Valley Women's Association.