William Lloyd

William Lloyd

Founder | The Charitable Payraise | Better Retirement. Lasting Legacy | ChFC, AIF®, CPFA
Vienna, Virginia, United States

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Work Experience

The Charitable Payraise

Founder

2018-09-01 - Present

The Medical Society of Virginia Insurance Agency (MSVIA)

Board Member | MSV Insurance Agency

2023-05-01 - Present

My Financial Coach (MFC)

Subject Matter Expert | Tax Strategist

2023-04-01 - Present

AiP (International Association of Advisors in Philanthropy)

Member

2023-02-01 - Present

Exemplar Companies, PBC

Subject Matter Expert | Tax Strategist and Charitable Giving

2022-09-01 - Present

Skills

nonprofit nua company stock insurance philanthropy ira 401k income maximization investment strategy esop estate planning income optimization appreciated capital assets tax strategy cash flow retirement

Languages

No Languages Available