Rob Lloyd, CFA

We help people invest wisely to protect their family and hit their goals.

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Lloyds Intrepid Wealth Management Rob Lloyd, CFA
The Woodlands, TX

Serving Clients Nationwide

We help people invest wisely to protect their family and hit their goals.

Areas of Focus

  • Employee Stock Options
  • Estate Planning
  • Investing
  • Investment Management
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Setting Up Retirement Accounts
  • Social Security
  • Taxes

About Me

BANNER PICTURES: Left - in Italy with my son Joseph when he was an exchange student years ago; Center - a wonderful family diving trip to Cozumel, Mexico; Right - My wife greeting me after returning from my first Navy deployment (we were sailors once, and young).

Your family is important. Most people want to invest wisely to protect their family and their future. Nobody wants to run out of money in retirement or make an avoidable mistake with their investments.

The question is how to get there. We are here to listen to your story and craft a plan for achieving your long-term goals. It's more complicated than you think, but not hard to understand. We are happy to walk you through the process.

281-402-8284 robert.lloyd@lloydsintrepid.com

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • XY Planning Network

Primary Location

1330 Lake Robbins Dr., Suite 560, The Woodlands, Tx 77380

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Hourly Rate

What to expect in the first meeting

We want to hear your story. How did you get here? Where do you want to go? When do you want to retire? After listening to you, we will outline the planning process and explain how it delivers a portfolio customized for your unique family situation. The first meeting takes about an hour.

Offers Investment Management

Yes

About our Firm

Our practice was created to deliver you a great value proposition. What does that mean from an adviser? Listening to your needs, explaining our recommendations and using the lowest cost options to build your portfolios. Cost and investment approach matter immensely. It's a pretty boring topic, but we love it and are happy to explain it to you!

Education

University of Notre Dame, BBA; University of Chicago, MBA.

Languages

  • English

Hobbies and Interests

  • Beach
  • Boating
  • Camping
  • Dancing
  • Family
  • Golf
  • Movies
  • Swimming

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Divorce
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Investors
  • Military

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.