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Lisa Dickholtz, CFP®

Lisa Dickholtz, CFP®

Co-Founder, Wealth Advisor

My career as a Financial Advisor (never an assistant) has spanned over 36 years. I am a Wealth Advisor with Securities America Advisors and Co-Founder of DICKHOLTZ HEALTH & WEALTH. I am licensed in both securities and insurance, but what my clients value the most, is my independence from being affiliated with any financial institution, so I truly just work for them. 

I specialize in helping individuals, families, and small business owners who have significant assets to manage and protect, who value advice, and who are committed to building a professional team. I have proven experience, in helping my clients achieve financial success by providing them with a wide variety of resources and services, best suited to their unique financial situations.

My core strength is to listen to my clients and provide guidance, to make sure they are on the right track to achieve all that is most important to them. With 97% client retention in my previous business, I have over three decades of clients achieving their desired results.

After graduating from Purdue University in 1981, with a BS degree in Business Management, I spent the first ten years of my career as a financial consultant with one of the major national wirehouses. In 1990, I became a CERTIFIED FINANCIAL PLANNER® professional. In 1997, I joined Securities America, Inc. as an independent advisor and owner, of my own comprehensive financial planning firm.

Relocating from Northbbrook, IL to Scottsdale, I have brought that knowledge and experience to DICKHOLTZ HEALTH & WEALTH in Arizona. I am committed to assisting clients to achieve abundance in their lives, through Comprehensive Financial Planning, Wealth Accumulation, Wealth Protection, Income Distribution Planning, Small Business Succession Planning, and Life Coaching.

I have served on multiple boards including an international non-profit foundation, Purdue University's Presidents Council, a volunteer board for a community sports club, and a volunteer at public schools for decades. I have served primarily in the areas of fundraising and speaking to students to foster interest in personal finance. I've been the Financial Planning Association Liaison at my local public library for many years, providing financial literacy programs, and pro bono opportunities for patrons and those in under-served communities. I have engaged a Client Advisory Board within my own firm, which has guided me throughout my career. 

Outside the office, I enjoy golf, yoga, snow skiing, and travel, as well as being committed to lifelong learning. Above all, I enjoy spending time with my husband, Dr. Marshall Dickholtz, and my two adult children, Austin and Autumn.