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John Loyd
Professional designations
BFA, CFP(R), EA, MBA, MSFP, CRPC
Firm or Broker/Dealer name
LPL
States licensed in
Fort Worth
,
Texas
Areas of expertise
Languages spoken
English
Spanish
Areas of Expertise
UHNWIs/Family Office
Tax Planning
Financial Planning
Education/College Planning
Retirement/Retirement Income
Time Zone
John Loyd is a seasoned financial and tax advisor with over two decades of experience. His firm, The Wealth Planner™, works with clients all across the country. He is a CERTIFIED FINANCIAL PLANNER® and has an MBA and a Master’s degree in Personal Financial Planning.
An endurance athlete, he has completed a swim from the infamous Alcatraz prison to the shores of San Francisco (in 58-degree water with no wetsuit), completed multiple Ironman triathlon events, and recently completed both a marathon and a 3.5-mile open ocean swim event with his teenage daughter to raise money for charities.
A first-generation college student, John graduated summa cum laude with a degree in finance. He carries a belief that most people can accomplish far more than what they think is possible. His car license plate says INVEST, with a philosophy that if you INVEST in yourself, great things can happen.