CFP®, JD, MBA
Loyd Financial Management, Inc.
President and Financial Advisor
Fee-Only financial planner located in Centennial, CO, serving clients locally and across the country
Donald Loyd is a Centennial, CO fee-only financial planner. Loyd Financial Management, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Donald Loyd is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 25 years, providing objective advice and consultation to his clients. He holds a bachelor's degree in business (BBA) from the University of Miami as well as a master's degree in business (MBA) and a law degree (JD) from the University of Denver.
Don is a CERTIFIED FINANCIAL PLANNER™ Practitioner and received his designation in 1991. In 1987, he was admitted by the Supreme Court of Colorado to practice law. Don currently maintains his Colorado attorney's license but does not actively practice law. Don is also an Ed Slott trained IRA Advisor, member of the Financial Planning Association and a member of the National Association of Personal Financial Advisors (NAPFA).
Mr. Loyd has earned industry recognition for his service to clients and has been featured in various Denver Post and Denver Business Journal articles. He previously served as an arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA) as well as an expert witness in various FINRA securities-related arbitration cases.
Don is a tribal member of the Cherokee Nation and was previously a member of the Rotary Club of University Hills (Denver) and the Englewood, Colorado Rotary Club.
Donald Loyd is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Loyd Financial Management, Inc., was established in 1998 by its founder, Donald P. Loyd, J.D., M.B.A., CFP®, As a fee-only advisory firm, we provide honest, straightforward, and objective advice. We are interested in developing long-term, mutually beneficial relationships with clients that are built on the highest levels of trust, integrity, and service.
Our goal as fiduciaries is to assist you with all of your financial planning needs such as investment selection and management, retirement planning, assessing and reviewing your insurance needs, income tax planning, estate planning, and just about any other issue that affects your financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Single, Divorced or Widowed Women
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Donald Loyd is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Donald Loyd is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Donald Loyd is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Donald Loyd
7475 E Peakview Ave
Centennial, CO 80111