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Kristofer Lyons

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

Professional Profile

About me (self-reported)

As a Wealth Advisor, it’s my role and goal to help you build a better financial life. I am dedicated to providing personalized, ongoing financial guidance to everyone, regardless of asset size or personal financial situation. My goal is to help you create a strategic plan for financial success, tailored to your unique needs and goals.

I can assist you with:
• Retirement planning
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Office Location 150 W. Dale Avenue, Suite 1

Flagstaff, AZ 86001

View on Google Maps

My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Minimum Assets $250,000 - $499,999 Minimum Income $50K - $99,999 Languages Spoken (self-reported) English

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