Professional Biography
 As
a certified public accountant and financial planner, Todd's extensive and broad
knowledge enables him to provide an array of services. From comprehensive
or specific need financial planning to accounting & bookkeeping services & tax
preparation. He gains particular satisfaction when he is able to help
clients achieve their dreams with proper life planning, minimize taxes and
organize business and personal financial matters.
Todd's public accounting and taxation
experience includes smaller regional CPA firms to large national
"big 4" firms such as Ernst & Young LLP. His taxation experience also includes creating
tax software for Intuit, the largest personal finance software company. Additionally, he has
experience as a licensed series 7 Stock Broker with TD Waterhouse. He worked directly with Registered Investment Advisory firms in the Institution
Services division. Working with professional money managers has given him
additional insight into asset allocation and risk reduction strategies used by
some of the top advisors.
Todd has appeared on local TV news
programs as a financial expert and is frequently called upon by other
professionals for advise on tax and specific need
financial planning and analysis.
Memberships:
Licenses & Certifications:
- CERTIFIED PUBLIC ACCOUNTANT
(CA License #88670)
- CERTIFIED FINANCIAL PLANNER™ Professional
(Certificate #066171)
- REGISTERED INVESTMENT ADVISOR
(CA License # 923-4073)
- NOTARY PUBLIC
(CA Commission #1280361)
Education:
- Bachelors of Science in Business Administration (Finance) from San Diego
State University
- Certificate in Financial Planning from San Diego State
University
Is
your Certified Public Accountant in good standing with the State Board of
Accountancy?
Is your investment advisor
/ financial planner a CFP®
certificant and in good standing?
| 
