Megan Lokitis, CFP®

Megan Lokitis, CFP®

Financial Advisor

Megan Lokitis, CFP®

Financial Advisor

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 help mitigate unexpected risks through proper savings, investment, tax, estate, and insurance planning strategies.

Much of Megan’s 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.

At Alpha, Megan also plays an integral role in developing future leaders.  She is passionate about coaching the next generation of financial planners and team building.  Megan thrives on discovering the unique strengths and communication styles of others and is at her best when people around her feel that they are seen, heard and encouraged to use their unique talents in creative ways.  She has completed a 200-hour Registered Yoga Teacher Training to pursue a personal passion which has in turn, helped to strengthen her empathy and awareness of the needs of those around her.

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 moved to Charlotte to be closer to family, and worked with Rinehart Wealth Management and Clearview Wealth Management before joining Alpha Financial Advisors in 2015.

Megan has served on the National Association of Personal Financial Advisors (NAPFA) ’s South Region Board. Megan was named as a 2017 InvestmentNews 40 under 40 award winner and in 2020 she was recognized with the The University of Georgia’s Financial Planning alumni “Young Financial Planning Achiever Award”.  Outside of work, Megan can be found exploring Anne Springs Greenway with her husband and young daughter, practicing yoga or awaiting the next opportunity to enjoy outdoor music and travel again.

Top 10 Best Financial Advisors in Charlotte & Asheville, NC 2020 ranking: https://www.advisoryhq.com/articles/top-financial-advisors-in-charlotte-north-carolina/

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