Five Star award winner Katrina C. Lessard, CFP®, AEP®

PROFESSIONAL PROFILE

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Katrina C. Lessard, CFP^®, AEP^®

Founder & CEO

Lessard Wealth Management

7337 E Doubletree Ranch Rd Ste 195

Scottsdale, AZ 85258

Office: Office: 480-463-5433

Cell: Text: 480-463-4528

klessard@lessardwealth.com
www.lessardwealth.com

Professional Approach

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 the 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, spending time with family/friends, and snuggling her Maltese fur babies!

See Accomplishments

This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 12/12/22 through 6/30/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,286 Phoenix-area wealth managers were considered for the award; 97 (4% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.

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Securities and Retirement Plan Consulting Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Investment advice and other advisory services offered through Lessard Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.