About My Practice
LSY Financial Group is focused on providing our clients with the knowledge and guidance needed to make informed choices to achieve a balance in their lives. We appreciate the uniqueness of each client and craft solutions to meet their specific financial goals.
We work with you to address the key areas of financial planning - cash flow management, investment planning, asset protection & risk management, tax planning and estate planning. We create a personalized plan to address your individual needs and aspirations then monitor your progress through periodic meetings to incorporate lifestyle transitions and changes in economic conditions.
We are an fee-only, independent practice dedicated to collaborating and supporting a limited clientèle. We do not accept commissions from sales of products or third party service providers. We adhere to the ethical standards of the CFP Board of Standards the the FPA and consider our client’s needs as if they are our own. Our goal is to give our clients the service and guidance we expect to receive.
After a successful career as an electrical engineer and manager for over 20 years, Lloyd transitioned into a career in financial planning. In 1999 he received a Certificate in Personal Financial Planning from the University of California, Santa Cruz Extension, began working in the profession and earned his CFP designation in 2002. His practice is fee-only and emphasizes establishing long-term client relationships through comprehensive and coordinated financial planning.
Lloyd is an Instructor in the Personal Financial Planning certificate program at the University of California Santa Cruz Extension in Silicon Valley. He has taught classes in Mathematics for Financial Planning and Investments in Financial Planning since the fall of 2000. He served on the Board of Directors for the Financial Planning Association of Silicon Valley in a number of positions including President and Chair between 2006 and 2010. He remains active in the FPA as a member of the National Chapter Leadership Council which is dedicated to mentoring FPA chapter leaders nationwide.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Shareholder Service Group
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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