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@ubs.com
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2 phones found area 781
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Todd Ingwersen, Cfp®, Cima®, Cepa is listed as Founder, Chief Investment Officer at Savior Wealth, based in Wellesley Hills, Massachusetts, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 781, and a matched LinkedIn profile for Todd Ingwersen, Cfp®, Cima®, Cepa.
Todd Ingwersen, Cfp®, Cima®, Cepa previously worked as Founder - Chief Investment Officer at Savior Wealth and Founder, Managing Director and Chief Investment Officer at Savior Wealth. Todd Ingwersen, Cfp®, Cima®, Cepa holds Bachelor'S Degree, Marketing from University Of South Carolina.
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AeroLeads found 1 current-domain work email signal for Todd Ingwersen, Cfp®, Cima®, Cepa. Compare company email patterns before reaching out.
Todd is the Founder, Managing Director and Chief Investment Officer of Savior LLC. Todd is a Certified Financial Planner(tm) Practitioner, CFP(r), a Certified Investment Management Analyst, CIMA(r) and Certified Exit Planning Advisor.As the Chief Investment Officer and CIMA(r), Todd's role is to design execute and monitor discretion based investment strategies. He obtained his CIMA(r) certification through the Wharton School of Business (University of Pennsylvania). Todd is currently working towards his Chartered Market Technician (CMT(r)) license.Todd adheres to the CFP(r) professional code of ethics and provides expert planning services. He graduated cum laude from the University of South Carolina, earning a B.S. in marketing, with a concentration in Spanish and management of information systems. He speaks Spanish fluently. He and his wife, Florencia, live in Wayland MA with their daughters, Francesca and Olivia. They enjoy traveling, skiing, golfing and spending time with family. Florencia is originally from Uruguay, South America. They frequently visit her home in Punta Del Este, Uruguay.
Listed skills include Portfolio Management, Investment Strategies, Investments, Finance, and 6 others.
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Waltham, Massachusetts, US
Savior LLC is a Registered Investment Advisor that is home to Private Client Investment Advisory Teams, which include Savior Wealth, Legacy Wealth Management and more. Todd is the Founder and Managing Director of Savior LLC. As Chief Investment Officer, Todd oversees and manages investment strategies to help investors preserve and prosper.Investment and.
Waltham, Massachusetts, US
Zurich, CH
As a family team of Certified Financial Planners(r), we help successful families and business owners make smart decisions with their money. Our 5 step consultative process begins with a "Discovery Meeting" to identify where they are, where they want to go and what gaps that need to be filled to get them there. Our Wealth Management Process goes far beyond.
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Todd Ingwersen, Cfp®, Cima®, Cepa works for Savior Wealth.
Todd Ingwersen, Cfp®, Cima®, Cepa is listed as Founder, Chief Investment Officer at Savior Wealth.
AeroLeads has found 1 work email signal at @ubs.com for Todd Ingwersen, Cfp®, Cima®, Cepa at Savior Wealth.
AeroLeads has found 2 phone signal(s) with area code 781 for Todd Ingwersen, Cfp®, Cima®, Cepa at Savior Wealth.
Todd Ingwersen, Cfp®, Cima®, Cepa is based in Wellesley Hills, Massachusetts, United States while working with Savior Wealth.
Todd Ingwersen, Cfp®, Cima®, Cepa has worked for Savior Wealth, The Harvest Group, Wealth Management, Llc, The Harvest Group Of Ubs Financial Services, and The Harvest Group Of Wachovia Securities.
You can use AeroLeads to view verified contact signals for Todd Ingwersen, Cfp®, Cima®, Cepa at Savior Wealth, including work email, phone, and LinkedIn data when available.
Todd Ingwersen, Cfp®, Cima®, Cepa holds Bachelor'S Degree, Marketing from University Of South Carolina.
Todd Ingwersen, Cfp®, Cima®, Cepa is listed with skills including Portfolio Management, Investment Strategies, Investments, Finance, Wealth, Asset Allocation, Financial Services, and Wealth Management.
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