Lloyd Boucher One Fifth Financial Rotary Club of Irvine
Contact Info
Phone: (714) 928-5109
Lloyd Boucher
Rotarian | Rotary Club of Irvine
Education
Retirement Income Certified Professional® (RICP®) The American College of Financial Services
Missions Training Certification, Calvary Chapel Bible College
Money Life Coordinator, Crown Financial Ministries
Enrolled Agent (EA), Internal Revenue Service
BS Computer Science, California State University Long Beach

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.

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Pay Less. Keep More. Give Much!
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