Daniel Lloyd-Roberts, CFP®

Financial Planner


Daniel has 3+ years financial planning experience and a reputation for providing outstanding client service. He has a Bachelor of Business Science degree from the University of Cape Town, South Africa, majoring in Finance, Accounting, and Economics. He has lived and worked in three separate countries: South Africa, Australia, and the United States, giving him the advantage of empathizing and connecting with people across a broad range of cultures, backgrounds and life stages. Daniel is caring, passionate, ambitious, and personable.

He is committed to his professional development. He is a CERTIFIED FINANCIAL PLANNER™ professional and is currently a CFA® Level 3 candidate. His primary responsibility is working with clients to address their financial planning needs, including financial goals, retirement planning, cash flow, insurance, tax, and estate planning. He is an active hiker and runner who loves spending time with family and friends.