(800) 644-1150

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

Chris Lloyd, CFP®, ChFC®
Chris Lloyd, CFP®, ChFC®

Connect with Chris Lloyd, CFP®, ChFC®

(800) 644-1150 ext. 1506
Lucia Capital Group – Scottsdale
7047 E. Greenway Parkway, #230
Scottsdale, AZ 85254

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.

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.

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Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.