Rotary Club of Irvine Member Summary
Member since 2020
Top Two Causes: Veteran Support, Literacy
Current Professional Role: Tax Advisor & Retirement Expert, One-Fifth Financial
Lloyd enjoys learning about and helping people. He is a great problem solver and driven to thoroughly examine what needs to be revamped, revised, or fixed~ a welcomed trusted advisor. Lloyd connects the dots for people, sharing insights and opening doors to opportunity. It’s easy for him to see future possibilities and easily map out a path to accomplish long-term goals. He uses all the tools available to design orderly and detailed tactics, creating a picture of where his customers want to be and a roadmap to get there. Transforming the good into great is what Lloyd does!
- Trusted Advisor
- Visionary
- Tactician
- Continuous Improvement
Specialties: Tax Reduction and Savings, Business Cost Reduction, Retirement Income
Contact Lloyd for financial literacy speaker opportunities, tax advice, retirement income planning, and to share ideas about supporting veterans.
