Todd White, Cfp® Email and Phone Number
Todd White, Cfp® work email
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Todd White, Cfp® personal email
Todd White, Cfp® phone numbers
Todd delivers strategies, systems, and services for qualified retirement plans, with a specific emphasis on helping plan sponsors manage plan fiduciary risk. Services include investment analysis, plan design review, fee benchmarking, and employee communications. Todd strives to help clients enhance investment opportunities for participants while maximizing fiduciary protection for the employers we work with.Todd works closely with clients by listening to their needs, providing timely responses, and delivering the highest level of service as a trusted retirement plan advisor. Todd has completed the core courses of UC Berkeley Extension's Professional Sequence in Personal Financial Planning and in 2007 became a Certified Financial Planner (CFP(r)). He is a registered investment advisor representative and has passed the FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination). Series 6, 7 and 63 securities registrations held through LPL Financial. The Series 66 is held through LPL Financial and Global Retirement Partners.Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA
Strategic Retirement Partners
View- Website:
- srpretire.com
- Employees:
- 77
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Founding Partner; Managing Director, CaliforniaStrategic Retirement Partners Jul 2015 - PresentSan Francisco Bay AreaStrategic Retirement Partners is a nationwide independent retirement plan consulting firm that advises employers and plan fiduciaries in the understanding and fulfillment of their responsibilities to the plan, participating employees, and beneficiaries. We currently consult on over 800 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to excellence, supported by the latest technology, deep research capabilities, operational efficiencies and a craftsman-like focus on detail.Each of our offices is led by a Managing Director and staffed by a highly credentialed group of professionals who share a common business philosophy and objective: To deliver best-in-class resources, service standards, and expertise to better serve our clients and help them achieve their financial goals.If we don’t look and sound like “Wall Street”, it’s intentional. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-like focus on the needs of our clients.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Senior Plan Consultant401(K) Advisors Jun 2011 - Jan 2016Assisting plan sponsors with retirement plan design, in-depth investment due diligence, and RFP/Fee benchmarking. Ultimately, enhancing positive participant outcomes while building better retirement plans. -
PartnerAscent Wealth Management Group, Llc Aug 2003 - Jun 2011
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Account ExecutiveContivo Jan 2000 - Jun 2003
Todd White, Cfp® Skills
Todd White, Cfp® Education Details
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Personal Financial Planning -
Business Administration--Strategic Mgmt -
St. Francis -
Woodside
Frequently Asked Questions about Todd White, Cfp®
What company does Todd White, Cfp® work for?
Todd White, Cfp® works for Strategic Retirement Partners
What is Todd White, Cfp®'s role at the current company?
Todd White, Cfp®'s current role is Plan Consultant, Investment Fiduciary services for 401(k), 403(b), Defined Benefit, & Non-Qualified plans.
What is Todd White, Cfp®'s email address?
Todd White, Cfp®'s email address is to****@****ors.com
What is Todd White, Cfp®'s direct phone number?
Todd White, Cfp®'s direct phone number is +147955*****
What schools did Todd White, Cfp® attend?
Todd White, Cfp® attended University Of California, Berkeley, California State University, Chico, St. Francis, Woodside.
What skills is Todd White, Cfp® known for?
Todd White, Cfp® has skills like Retirement Planning, Financial Advisory, 401k, Retirement, Wealth Management, Financial Services, Retirement Plan Consulting, Employee Benefits, Mutual Funds, Entrepreneurship, Profit Sharing, Erisa.
Who are Todd White, Cfp®'s colleagues?
Todd White, Cfp®'s colleagues are Zachary Nelson, Jonathon Schultheiss, Aif®, Crps®, Ppc®, Deane Mayerhofer, Colin Hendricks, Greg Row, Cpfa, Veronica Valdez, Joey Ossey, Aif® Crps®.
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