Megan Lokitis, CFP®

Megan Lokitis, CFP®

Financial Advisor

Megan Lokitis, CFP®

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and NAPFA-Registered Financial Advisor, Megan partners with individuals and families to help them design their ideal, balanced lifestyle through tailored financial planning. Megan realizes the only thing certain in life is change, and therefore develops dynamic plans to mitigate unexpected risks through proper savings, investment, tax, estate, and insurance planning strategies.

Much of her time is spent helping motivated professionals prioritize competing demands so they can successfully achieve financial clarity and independence, along with a healthy work-life balance. She believes spending time to educate clients and their families is paramount to the planning process, and by doing so, her clients are empowered to make smart money decisions early and often. Megan cares deeply about each relationship she develops and revels in uncovering the special attributes that makes each client relationship unique.

Megan is a native North Carolinian, but has also spent time in Michigan and Georgia before settling in Charlotte. After graduating from The University of Georgia with a Bachelor of Science in Family Financial Planning, Megan began her career with a fee-only firm in Atlanta. She then moved to Charlotte to be closer to family, where she worked with Rinehart Wealth Management and Clearview Wealth Management before joining Alpha Financial Advisors in 2015.

Megan currently serves on the National Association of Personal Financial Advisors (NAPFA)’s South Region Board and founded Trusted Advisor Professionals (TAP) in 2014. TAP is a peer-to-peer networking group connecting emerging leaders in the accounting, legal and financial professions in Charlotte. Megan was named as a 2017 InvestmentNews 40 Under 40 award winner.  She volunteers with the Y Readers and Y Achievers programs, attends Forest Hill Church and enjoys Georgia and Michigan State football, being outdoors and traveling with friends and family.

Top 10 Best Financial Advisors in Charlotte & Asheville, NC 2019 ranking:

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