Megan Lokitis (CFP®)

Megan Lokitis focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Megan is passionate about helping individuals and families reach their goals through a holistic and customized approach to financial planning. Much of her time is spent helping young, motivated professionals prioritize competing demands so that they may successfully achieve financial clarity and independence, along with a healthy work-life balance for the long term.

Additional Information

Megan believes in a comprehensive, fee-only financial planning process that provides clients with trusted, unbiased advice.

NAPFA Start Date

July 05, 2011


This Office

11325 N Community House Rd Ste 410 Charlotte, NC 28277-0734 Phone: (704) 716-1100 Fax: (704) 716-1101