Professional
Todd has been a wealth management advisor at the Orange County Strategic Financial Group since 2002. While Todd is actively involved with helping his clients plan for their financial security he also assists with the training and development of newer financial representatives who are launching their career. Todd frequently speaks as a subject matter expert at financial planning industry meetings, sharing his in-depth knowledge regarding holistic financial planning.
Todd has a bachelor’s degree from Loyola Marymount University and has a master’s degree in public policy and planning from CSULB. He has received a National Quality award from NAIFA, and has qualified for Forum in 2005 and 2008.
|
|
