Todd Growney, Cfp®
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Todd Growney, Cfp® Email & Phone Number

Private Wealth Manager (Acquired by Creative Planning, November 2025) at Creative Planning
Location: Rockville, Maryland, United States 3 work roles 1 school
1 work email found @burtwealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@burtwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Private Wealth Manager (Acquired by Creative Planning, November 2025)
Location
Rockville, Maryland, United States
Company size
1946 employees

Who is Todd Growney, Cfp®? Overview

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Quick answer

Todd Growney, Cfp® is listed as Private Wealth Manager (Acquired by Creative Planning, November 2025) at Creative Planning, a with 1946 employees, based in Rockville, Maryland, United States. AeroLeads shows a work email signal at burtwealth.com and a matched LinkedIn profile for Todd Growney, Cfp®.

Todd Growney, Cfp® previously worked as Vice President, Financial Advisor, Investment Committee Member at Burt Wealth Advisors and Investment Specialist at Charles Schwab. Todd Growney, Cfp® holds Bachelor Of Arts (B.A.), Geoenvironmental Sciences from Shippensburg University Of Pennsylvania.

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Email format at Creative Planning

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*@burtwealth.com
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AeroLeads found 1 current-domain work email signal for Todd Growney, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Todd Growney, Cfp®

Todd Growney is Vice President, Financial Advisor and Investment Committee Member at Burt Wealth Advisors, an independent, boutique wealth-management firm serving the Baltimore-Washington Metro area. Todd is dedicated to developing lasting client relationships rooted in trust, integrity, mutual respect and exceptional service. As a CERTIFIED FINANCIAL PLANNER™ with over 19 years of experience in the financial services industry, he takes particular care to listen to his customers’ needs and to partner with them to create custom comprehensive wealth management plans built to improve their financial lives.Todd and his firm are committed to creating “living documents” that are flexible enough to meet unexpected challenges yet disciplined enough to maintain their long-term vision. He serves as Investment Committee member at BWA, which means he is intimately involved with his team to think innovatively on his clients’ behalf. His firm’s forward-thinking research & analysis leads to informed recommendations and creative strategy solutions in which clients are involved and informed every step of the way. For over 25 years, Burt Wealth Advisors has served as a trusted partner of high-net-worth individuals and families wishing to protect and grow their assets. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation. Custom Wealth Management Plans: Financial Planning for Retirement/Tax Reduction/Businesses/Education FundingEstate PlanningWealth Management Investment/Tax StrategiesCharitable PlanningInvestment Strategies for WomenClients: high-net-worth individuals, business owners & professionals, pre-retirees, retirees, corporate executives, divorcées, widowsContact Info: 301-770-9880, tgrowney@burtwealth.com or www.burtwealth.com

Listed skills include Asset Allocation, Bonds, Certified Financial Planner, Client Relations, and 27 others.

Current workplace

Todd Growney, Cfp®'s current company

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Creative Planning
Creative Planning
Private Wealth Manager (Acquired by Creative Planning, November 2025)
Rockville, MD, US
Website
creativeplanning.com
Employees
1946
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Company profile
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3 roles · 30 years

Todd Growney, Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Manager (Acquired By Creative Planning, November 2025)

Creative Planning

Rockville, Md, Us

Vice President, Financial Advisor, Investment Committee Member

Burt Wealth Advisors

Rockville,Md

Burt Wealth Advisors offers a comprehensive range of wealth-management services aimed at simplifying clients' financial lives and providing peace of mind. From prudent and sophisticated financial, estate & tax planning to investment portfolio construction & management, BWA specializes in being a single source of advice for all financial concerns.

Investment Specialist

Charles Schwab

For the majority of his tenure, Todd was an Investment Specialist, providing sound advice on a variety of portfolio and financial planning issues ranging from education & retirement planning to portfolio management & estate distributions. Prior to that position, he spent time on the trading & customer service desks and conducted seminars on retirement planning, trading & estate planning.

1997 - 2004 ~7 yrs
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

JR Jessica Rank Jessica Rank Colleague at Creative PlanningKansas City Metropolitan Area, United States View → TB Tamara Burton Tamara Burton Colleague at Creative PlanningHolden, Missouri, United States View → MM Milo Mcfarland Milo Mcfarland Colleague at Creative PlanningKansas City, Missouri, United States View → TS Taylor Seiling, Cfp® Taylor Seiling, Cfp® Colleague at Creative PlanningMclean, Virginia, United States View → RO Rick Oldham, Cfp® Rick Oldham, Cfp® Colleague at Creative PlanningKennesaw, Georgia, United States View → SH Sara Harrop Sara Harrop Colleague at Creative PlanningShawnee, Kansas, United States View → AA Anknee Adom Anknee Adom Colleague at Creative PlanningFederal Way, Washington, United States View → VH Victoria Harding Victoria Harding Colleague at Creative PlanningOverland Park, Kansas, United States View → TB Taylor Barnes Taylor Barnes Colleague at Creative PlanningUnited States View → JB Jason Baugh Jason Baugh Colleague at Creative PlanningKansas City, Missouri, United States View →
1 education record

Todd Growney, Cfp® education

FAQ

Frequently asked questions about Todd Growney, Cfp®

Quick answers generated from the profile data available on this page.

What company does Todd Growney, Cfp® work for?

Todd Growney, Cfp® works for Creative Planning.

What is Todd Growney, Cfp®'s role at Creative Planning?

Todd Growney, Cfp® is listed as Private Wealth Manager (Acquired by Creative Planning, November 2025) at Creative Planning.

What is Todd Growney, Cfp®'s email address?

AeroLeads has found 1 work email signal at @burtwealth.com for Todd Growney, Cfp® at Creative Planning.

Where is Todd Growney, Cfp® based?

Todd Growney, Cfp® is based in Rockville, Maryland, United States while working with Creative Planning.

What companies has Todd Growney, Cfp® worked for?

Todd Growney, Cfp® has worked for Creative Planning, Burt Wealth Advisors, and Charles Schwab.

Who are Todd Growney, Cfp®'s colleagues at Creative Planning?

Todd Growney, Cfp®'s colleagues at Creative Planning include Jessica Rank, Tamara Burton, Milo Mcfarland, Taylor Seiling, Cfp®, and Rick Oldham, Cfp®.

How can I contact Todd Growney, Cfp®?

You can use AeroLeads to view verified contact signals for Todd Growney, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Todd Growney, Cfp® attend?

Todd Growney, Cfp® holds Bachelor Of Arts (B.A.), Geoenvironmental Sciences from Shippensburg University Of Pennsylvania.

What skills is Todd Growney, Cfp® known for?

Todd Growney, Cfp® is listed with skills including Asset Allocation, Bonds, Certified Financial Planner, Client Relations, Cost Benefit, Customer Focused Service, Financial Advisory, and Financial Analysis.

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