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
- 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