Why Should You Hire a Financial Advisor- Episode 133
April 25, 2023
Meet Chris Lloyd, CFP®, ChFC®
Senior Vice President, Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
Give us a call
(800) 644-1150
Connect with Chris Lloyd, CFP®, ChFC®
Chris Lloyd, CFP®, ChFC® Associates
Chris Lloyd, CFP®, ChFC®
Senior Vice President, Wealth Manager
A senior vice president and wealth advisor at Lucia Capital Group, Chris Lloyd has more than 20 years of industry experience. He graduated from Delta State University with a degree in marketing and management before earning his MBA at Christian Brothers University. Chris is both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® and currently holds the following industry licenses: insurance license CA #0F06395, Series 7, and Series 66 (held with LPL Financial).
As a wealth advisor primarily serving the Phoenix area, Chris provides comprehensive financial planning services for his clients. Chris is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, Chris enjoys fly fishing, golfing, and hiking.
See Chris in Action
Retirement planning start with education
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
Why It’s Time to Review Your Bucket One
January 20, 2023
The 5 Must-Have Estate Planning Documents
July 30, 2020
How can we help you the most?
Schedule a meeting with Chris Lloyd, CFP®, ChFC®
Step 1: Introductory Call
It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
Step 2: Meet with Your Advisor
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
Step 3: Getting Started
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
"*" indicates required fields
Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.