Dawn Lloyd, CFP®, CRPC® - Lakritz & Lloyd Wealth Management, LLC

We are an independent, full service financial advisory firm committed to helping our clients keep their financial lives in order.

Based in Mesa, Arizona, Lakritz & Lloyd Wealth Management, LLC, is dedicated to providing the highest quality service and products to fulfill the needs of our clients. Our purpose is to support our community, based on education, prudent financial choices and dedication to service. Our deep felt promise comes with extensive years of experience in the financial services industry. This is the foundation of a responsible approach to the current and future well being of our clients, existing and new, who choose to put their trust in us.Our goal is to be your advisors for LIFE!Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Non-Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Lakritz & Lloyd Wealth Management, LLC, and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Lakritz & Lloyd Wealth Management, LLC, are disclosed on this site may only conduct business with persons who are residents of the following states: AZ, CA, CO, FL, IL, MI, MN, NV, NY, OR, TX, and WA. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.