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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.
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