Todd Tripp, MPA

Wealth Management Advisor

1500 Quail St Ste 600
Newport Beach, CA 92660-2738
  • Office 949-863-5919

Contact Me
Map Pin Get a Map of our location
Video Introduction

Mission

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help you understand complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time - yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution; I will build a strategy that is right for you. Together, we will work to develop a financial plan that helps balance your short-term needs with your long-term goals.

I'll stay in touch - as your needs evolve over time, we can make the changes necessary to protect your overall financial picture for the future.

Let me help you ensure your financial future is all you want it to be.

-Todd Tripp

Financial Planning for Business Owners

Business Markets Stratey mapIf you own or operate a business, I recommend the following article:

Click here to read additional articles.

With a focused expertise on the business owner, I can provide guidance for any stage of your business:

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

Advanced Planning
Library

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.