Donald Loyd (CFP®, JD, MBA)

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

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Areas of Specialization

  • Investment and Asset Management
  • Asset Allocation
  • Retirement Planning
  • IRA Rollovers and Distributions
  • Tax and Estate Planning
  • College Planning

Additional Information

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 and a member of the Financial Planning Association. 

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.

Active within his community, Don is a member of the Rotary Club of University Hills (Denver) as well as a tribal member of the Cherokee Nation.  

NAPFA Start Date

May 01, 2019

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This Office

7475 E Peakview Ave Bldg 10 Centennial, CO 80111-6703 Phone: (303) 779-0987