Todd Ingwersen, Cfp®, Cima®, Cepa

Todd Ingwersen, Cfp®, Cima®, Cepa Email and Phone Number

Founder, Chief Investment Officer @ Savior Wealth
Todd Ingwersen, Cfp®, Cima®, Cepa's Location
Wellesley Hills, Massachusetts, United States, United States
Todd Ingwersen, Cfp®, Cima®, Cepa's Contact Details

Todd Ingwersen, Cfp®, Cima®, Cepa work email

Todd Ingwersen, Cfp®, Cima®, Cepa personal email

n/a

Todd Ingwersen, Cfp®, Cima®, Cepa phone numbers

About Todd Ingwersen, Cfp®, Cima®, Cepa

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.

Todd Ingwersen, Cfp®, Cima®, Cepa's Current Company Details
Savior Wealth

Savior Wealth

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Founder, Chief Investment Officer
Todd Ingwersen, Cfp®, Cima®, Cepa Work Experience Details
  • Savior Wealth
    Founder - Chief Investment Officer
    Savior Wealth May 2019 - Present
    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 advisory services are provided by Savior LLC.
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  • Savior Wealth
    Founder, Managing Director And Chief Investment Officer
    Savior Wealth May 2019 - Present
    Waltham, Massachusetts, Us
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  • The Harvest Group, Wealth Management, Llc
    Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist
    The Harvest Group, Wealth Management, Llc Sep 2016 - May 2019
  • The Harvest Group Of Ubs Financial Services
    Senior Vice President - Wealth Management
    The Harvest Group Of Ubs Financial Services Dec 2008 - Sep 2016
    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 investment consulting and solves most of the top concerns of affluent investors today. Preservation of Capital, Cash Flow Maximization and Tax Mitigation, Wealth Transfer, Liability Protection and Charitable Giving.
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  • The Harvest Group Of Ubs Financial Services
    Senior Portfolio Manager & Wealth Advisor
    The Harvest Group Of Ubs Financial Services 2008 - Sep 2016
    Zurich, Ch
    View
  • The Harvest Group Of Ubs Financial Services
    Sr. Vp - Wealth Management
    The Harvest Group Of Ubs Financial Services 2008 - 2014
    Zurich, Ch
    View
  • The Harvest Group Of Wachovia Securities
    Senior Vice President - Investments
    The Harvest Group Of Wachovia Securities Sep 1996 - Dec 2008

Todd Ingwersen, Cfp®, Cima®, Cepa Skills

Portfolio Management Investment Strategies Investments Finance Wealth Asset Allocation Financial Services Wealth Management Financial Planning Series 7

Todd Ingwersen, Cfp®, Cima®, Cepa Education Details

  • University Of South Carolina
    University Of South Carolina
    Marketing

Frequently Asked Questions about Todd Ingwersen, Cfp®, Cima®, Cepa

What company does Todd Ingwersen, Cfp®, Cima®, Cepa work for?

Todd Ingwersen, Cfp®, Cima®, Cepa works for Savior Wealth

What is Todd Ingwersen, Cfp®, Cima®, Cepa's role at the current company?

Todd Ingwersen, Cfp®, Cima®, Cepa's current role is Founder, Chief Investment Officer.

What is Todd Ingwersen, Cfp®, Cima®, Cepa's email address?

Todd Ingwersen, Cfp®, Cima®, Cepa's email address is to****@****ubs.com

What is Todd Ingwersen, Cfp®, Cima®, Cepa's direct phone number?

Todd Ingwersen, Cfp®, Cima®, Cepa's direct phone number is +178144*****

What schools did Todd Ingwersen, Cfp®, Cima®, Cepa attend?

Todd Ingwersen, Cfp®, Cima®, Cepa attended University Of South Carolina.

What skills is Todd Ingwersen, Cfp®, Cima®, Cepa known for?

Todd Ingwersen, Cfp®, Cima®, Cepa has skills like Portfolio Management, Investment Strategies, Investments, Finance, Wealth, Asset Allocation, Financial Services, Wealth Management, Financial Planning, Series 7.

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