Donald P.  Lord, CFP®, CPWA®

Donald P. Lord, CFP®, CPWA®

Financial Advisor

Donald P. Lord is a financial advisor with The Family Firm and is responsible for personal financial planning services for clients. He is a NAPFA-registered financial advisor.

Mr. Lord pursued a profession in personal financial planning after a successful twenty-year career in the U.S. Air Force. There, he was a production superintendent managing more than 200 personnel in ten Air Force functional areas. Mr. Lord's prior experience includes working as a personal financial advisor for CUNA Mutual Life Insurance Company and American Express Financial Advisors.


Mr. Lord holds a Bachelor of Science degree in Business Management with honors from Hampton University in Virginia Mr. Lord is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor ®.