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Loyd Burleson (CFP®)

Loyd Burleson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

One of the most fulfilling things I have done in my life is serve others. My mission is to empower dentists to achieve financial freedom by developing strong relationships of trust, being an excellent communicator, and delivering financial planning advice specific to their situation.

I grew up in Ephrata, Washington and learned the value of hard work and discipline while working in my family’s pizza restaurant as well as being a three-sport athlete. This experience instilled a drive in me to obtain a high level of expertise in my professional life. I then learned how to develop and maintain relationships with individuals with diverse backgrounds as I served a two-year mission for my church in the Washington D.C. area. The values and skills I learned came together as I found a passion for financial planning in the Wealth Management Society at BYU-Idaho.

Outside of the office, I enjoy spending time with my wife, Katie, and our two children. I also enjoy hiking, reading, exercising, and rooting for my favorite sports teams in the Pacific Northwest.

NAPFA Start Date

March 01, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

34627 SE Swenson Dr Ste 100 Snoqualmie, WA 98065-5108 Phone: (425) 888-1911
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