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Katy Lizotte, CFA, CFP®

Katy Lizotte, CFA, CFP®

Financial Advisor

Katy is a financial advisor with the the Aprisent Financial Group™. As a valued partner and consultant, her commitment is to guide clients through life's financial seasons. Katy is a SmartVestor Pro with over a decade of experience in the financial industry.

Katy’s qualifications include the esteemed Chartered Financial Analyst (CFA) designation and licenses for Series 7, 24, and 66 with LPL Financial. She holds a Bachelor's degree in Business Administration from the Leeds School of Business at the University of Colorado. Moreover, she has earned the Certified Financial Planning (CFP®) designation, demonstrating her dedication to delivering comprehensive financial solutions.

In addition to her professional endeavors, she is deeply involved in the Colorado investment community. Katy has proudly served as a board member for CFA Society Colorado for several years, currently holding the position of President. Beyond her professional life, she is an avid outdoor enthusiast where she lives in the Vail Valley with her husband Craig.

Awards and Publications:

- Named in AdvisorHub's "50 Women Advisors to Watch" List for 2023

- Recognized as a Five Star Wealth Manager – Award Winner in 2019 through 2023

- Featured on KDNK Public Radio Aspen, March 16, 2021

- Best Friends Finance Podcast, February 4, 2020, March 31, 2020, December 8, 2020

Katy is genuinely excited about the opportunity to get to know you better and explore how she can assist you in pursuing your financial goals.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Aprisent Financial Group or LPL Financial.