I joined True Wealth Advisors after a decade of experience in the financial services industry. As a valued partner and consultant, I take time to guide clients through life’s financial seasons. Teach, Guide, and Serve are True Wealth Advisors’ fundamental values. This vision is what drew me to join this team. To live out these values, I take an in-depth approach and invest my time in you.
I earned my Chartered Financial Analyst (CFA) designation and hold the series 7, 24 and 66 licenses with LPL Financial. I have a bachelor’s degree in Business Administration from the Leeds School of Business at the University of Colorado. I have earned the right to use the Certified Financial Planning (CFP®) designation.
I am quite involved in the Colorado investment community and have been a board member for CFA Society Colorado for several years and currently hold the position of Vice President. In my free time, I am an avid outdoors enthusiast and my husband Craig and I like to cycle, ski, backpack, garden and test out new recipes. We live in the Vail Valley, and I have office space in Edwards and in the DTC with the rest of the team.
Edwards address: 137 Main Street, Suite O-203, Edwards, CO 81632
Awards and publications:
KDNK Public Radio Aspen March 16, 2021 Listen here
Best Friends Finance Podcast February 4, 2020 Listen here
Best Friends Finance Podcast episode March 31, 2020 Listen here
Best Friends Finance Podcast episode Dec 8, 2020 Listen here
Five Star Wealth Manager – Award Winner 2019, 2020, 2021
I look forward to getting to know you!
Katy Lizotte, CFA, CFP®
E-Mail: Katy.Lizotte@lpl.com
Mobile: (303) 717-0846
Office: (720) 862-3905
True Wealth Advisors Inc.
8301 E. Prentice Ave., Suite 403
Greenwood Village, CO 80111
Minimum Qualifications for the Certified Financial Planner (CFP®)
Accredited by the National Commission for Certifying Agencies, this designation is issued by the Certified Financial Planner Board of Standards, Inc. (CFPBS) and is granted to individuals who meet the following prerequisites: (1) meet the education requirement, (2) possess a bachelor’s degree from an accredited college or university, (3) pass the CFP® Certification Examination, (4) have at least three years of full-time work experience in personal financial planning, and (5) pass the CFPBS Fitness Standards for Candidates and Registrants and Background Check. The education requirement can be met by completing a CFPBS registered education program or by applying for challenge status based on certain degrees or credentials. Once the initial CFP® designation is issued, the CFP® holder is required to complete 30 hours of continuing education every two years and must meet other standards administered by the CFPBS.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2019/2020/2021} Five Star Wealth Managers.