Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ Email and Phone Number
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 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.
Financial Freedom For Dentists Llc
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Associate Financial AdvisorFinancial Freedom For Dentists Llc Nov 2022 - PresentSnoqualmie, Washington, United States -
ParaplannerFinancial Freedom For Dentists Llc Jul 2021 - Nov 2022Snoqualmie, Washington, United States -
Client Service SpecialistFinancial Freedom For Dentists Llc Jun 2020 - Jul 2021Snoqualmie, Washington, United States -
Financial Planning And Course Development InternAdvanced Planning Educational Group, Inc. Feb 2020 - Apr 2020Rexburg, Idaho -
Financial Planning InternBander Investments Dec 2019 - Apr 2020Idaho Falls, Idaho
Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ Education Details
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Personal Financial Planning -
Business Finance -
General Studies
Frequently Asked Questions about Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™
What company does Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ work for?
Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ works for Financial Freedom For Dentists Llc
What is Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™'s role at the current company?
Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™'s current role is Associate Financial Advisor at Financial Freedom for Dentists LLC.
What schools did Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ attend?
Loyd Burleson Iii, Ms-Pfp, Cfp®, Crpc™, Abfp™ attended College For Financial Planning, Brigham Young University - Idaho, Big Bend Community College.
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