With over twenty-five years of investment experience, Todd joined TD Financial as a partner in 2019 to oversee the San Gabriel Valley offices in Claremont and Pasadena. He shares his desire to equip clients with practical training to better their financial outcomes in retirement with a specialty in Social Security benefit analysis.
Prior to working at Thiesen Dueker, Todd worked with three of the largest asset management firms in the world where he managed the Los Angeles region and helped many of the best financial advisors to create portfolio solutions that led to more predictable outcomes.
Todd studied at UCLA, before attending business school at Pepperdine where he was the initial recipient of the Graziadio full academic scholarship. He also earned his CIMA designation from the Wharton Business School in 2008 and achieved his fiduciary status in 2019 when he earned his AIF designation. We are proud to have such a knowledgeable source on our team.
Todd lives in Pasadena with his wife, Jill, and their four kids, the youngest of which was adopted from Ethiopia. When he isn’t at work, Todd can be found coaching baseball and following the Dodgers.