After earning his Bachelors of Science in Finance from Cal State Northridge, Todd entered the Financial Services sector where his earliest clients were small business owners and corporate executives. From there, he began advising teachers regarding their pensions and supplemental retirement plans, which led to his work with federal employees and military personnel. Todd also aligns with Human Resource specialists to provide valuable counsel on employee benefits, savings programs and insurance coverage. Now, with more than 30 years of experience and a retirement-facing clientele base, Todd’s speciality has become retirement income planning. Having earned the RICP (Retirement Income Certified Professional) designation, Todd is trained to understand how to best structure effective income plans designed specifically for retirement, as well as how to mitigate associated planning risks and how to create a sustainable stream of income to last throughout a client’s retirement years.
23890 Copper Hill, Suite 501
Valencia, CA 91354