Todd Stanard Cfp®, Chfc® Email & Phone Number

New Jersey

As Todd’s career progressed, he found himself being attracted to greater strategically focused initiatives while creatively accomplishing objectives through planning. He joined Lincoln Financial Advisors for their added level of independence in putting the clients’ interest first. Shortly after joining Lincoln in 1999, Todd was invited to join their management and coaching staff based on his experience, focus and ability to help translate complex challenges and solutions into simple, understandable terms. His desire to have systems and processes, while staying current on trends and education, kept him in a management role while moving away from his University of Utah alma mater in Salt Lake City, where he was a member of the NCAA Division I & 4 Time Western Athletic Conference Championship Swim Team, to New Jersey to work as one of Lincoln’s national coaches within their Sagemark Consulting Private Wealth Services group.Todd Stanard is a registered representative of Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor. He is securities licensed in AZ, CA, CO, CT, DC, DE, FL, HI, ID, MA, ME, MD, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT and VA. CA Insurance License #0C06698. OmniGrowth Wealth Professionals is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-4945551-091222

New Jersey

Denver, Co

While in New Jersey, Todd’s work in study groups and strategic mindset led him to the Financial Planning Association as a committee member and later Board member, serving as Committee Chair, President and Chairman of the Board of the New Jersey Chapter (FPANJ). His involvement in the FPANJ, led him to national committees and taskforces and in 2016, his first term as a National Financial Planning Association Board Member began. As a first year Board Member, he serves on the Pro Bono Advisory Committee as well as the Nominating Committee.

As the Managing Principal for the New Jersey Regional Planning Office, Todd Stanard is responsible for helping financial advisors grow and manage their business. With a unique mix of sales, leadership, management and consulting skills, Todd helps you professionally develop by balancing your client services with effective resource utilization. Todd can also help you acquire new relationships, and will oversee the accuracy, completeness, and compliance process for your client acquisitions.

New Jersey

New Jersey

Bachelor, Mathematics & Coaching

Activities and Societies: Member of the Univeristy of Utah Swim Team

Education record