Katrina Lessard

CERTIFIFIED FINANCIAL PLANNER TM Professional

Financial Adviser at Lessard Wealth Management in Scottsdale, AZ

About

CERTIFIED FINANCIAL PLANNER TM Registered Paraplanner (SM) Chartered Mutual Fund Counselor (SM) Insurance Licensed Series 7, Series 63 Specialties: Comprehensive Financial Planning Complex Wealth Management Strategies Retirement Planning Income Planning Estate Planning Investment Planning Tax Planning Education Planning Charitable Planning Insurance Planning Business Succession Planning Public Speaking

Contact
Click for phone number
(480) 463-4528
Click for fax number
(480) 436-6592
Address
14300 N Northsight Blvd Suite 109 in Scottsdale, AZ 85260
Info
Year started: 2000

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by niklecce123

Answered by Katrina Lessard
Financial Adviser in Scottsdale, AZ
Special rules commonly referred to as the "kiddie tax" rules apply when a child has unearned income (for example, investment income). Children subject to the kiddie ta...
Tax Returns Taxes Federal Income Taxes
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Certifications

CFP
CMFC
RP

Accomplishments

Background

Experience

Investment Specialist
Investment Advisor
VP - Financial Consultant
CERTIFIFIED FINANCIAL PLANNER TM Professional

Education

Arizona State University