More About Todd
Credentials
As a Retirement Income Certified Professional, Fiduciary, Investment Advisor Representative and Insurance Agent, I have no bias. I have access to nearly every financial tool to design the right plan to met your financial goals.
Click this link to verify my RICP® credentials:
https://www.youradvisorguide.com/find-a-professional
Click this link to verify my Insurance and Annuity licence #0G00777:
https://cdicloud.insurance.ca.gov/cal
Click to verify that I am an Investment Advisor and passed the Investment Advisor Law Exam:
