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Chris Lloyd

Chris Lloyd, CFP®, ChFC®

Senior Vice President, Wealth Advisor

Biography

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.

Chris Lloyd

Contact Information

Check the background for Chris Lloyd on FINRA's BrokerCheck.

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