About My Practice
Loyd Financial Management, Inc. was founded by its President, Donald P. Loyd, J.D., M.B.A., CFP®, who provides comprehensive financial planning and advisory services to individuals residing throughout Colorado and in various states across the nation. Our offices are located in the Denver Tech Center (DTC) in Centennial, Colorado.
Don is a CERTIFIED FINANCIAL PLANNER™ Practitioner with over 25 years of experience in the investment and financial planning business. As a fee-based advisor, Don provides honest, straightforward and objective advice. He is interested in developing long-term, mutually beneficial relationships with clients that are built on the highest levels of trust, integrity and service.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Don will 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.
To provide comprehensive financial planning and investment advice to my clients in the attainment of their financial goals and dreams. I strive to establish and maintain life-long relationships with my clients, and the family and friends they refer by providing professional and ethical financial advice.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor.
Loyd Financial Management, Inc. and TFA are not affiliated.
Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 22 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 expert IRA Advisor.
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 maintains membership in the Financial Planners Association as well as the Colorado and Arapahoe Bar Associations.
Active within his community, Don is a member of the Rotary Club of Englewood, Colorado and has served as the club's president and treasurer as well as on the Board of Directors. Since 1990, he has served as an arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA). He has also served as an expert witness in various FINRA securities-related arbitration cases.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: CO, CA, Health/disability insurance: CO, CA, Fixed annuities: CO, CA, Variable annuities: CO, CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
Transamerica Financial Advisors, Inc.
Don Loyd is an Investment Advisory Representative with securities and investment advisry services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Loyd Financial Management, Inc. and TFA are not affiliated.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.