Todd graduated from Grace Davis High School and received his B.A. from the University of California, San Diego. He has been a financial advisor since 1998 and maintains the CFP® and CLU® designations. Prior to joining Granite Wealth Management, Todd worked as a financial advisor with Cetera Advisor Networks, LLC and a financial planning consultant with A.G. Edwards and H&R Block Financial.
Todd is actively involved in the Modesto community. He is a past recipient of the Silent Rotarian Award, and served two terms as Vice President of the Modesto North Rotary. He has served as Board Chair for the Childrens Crisis Center of Stanislaus County and was the past President of the Christopher P. Walker Foundation Board; a foundation that established and maintains Crickets House, a home for abused and at-risk children. Todd enjoys golfing, working out and spending time with his family; his wife, Beth and their three sons, Maxwell, Milo and Giovanni.
Todds main focus of his business is the relationships he builds with his clients. As an LPL Financial Planner Todd is able to help his clients focus on their entire financial picture, including but not limited to cash management and budgeting, insurance, retirement planning and investments, while keeping their personal and specific goals in mind. A part of Todds business also includes helping corporate clients structure investment platforms that suit the needs of their 401k plans and its participants, while assisting the plan sponsors in addressing their fiduciary responsibilities.
Accreditations: CFP®, CLU®
Lisenses: Life Insurance CA Insurance License 0C68489