Todd Talbot, Cfp, Chfc, Clu
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Todd Talbot, Cfp, Chfc, Clu Email & Phone Number

Owner at Red Mountain Financial at Various
Location: Birmingham, Alabama, United States 3 work roles 2 schools
1 work email found @principal.com 7 phones found area 205 and 256 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email t****@principal.com
Direct phone (205) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Owner at Red Mountain Financial
Location
Birmingham, Alabama, United States
Company size

Who is Todd Talbot, Cfp, Chfc, Clu? Overview

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Quick answer

Todd Talbot, Cfp, Chfc, Clu is listed as Owner at Red Mountain Financial at Various, a company with 176 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at principal.com, phone signal with area code 205, 256, and a matched LinkedIn profile for Todd Talbot, Cfp, Chfc, Clu.

Todd Talbot, Cfp, Chfc, Clu previously worked as Owner at Red Mountain Financial and Financial Professional at Various. Todd Talbot, Cfp, Chfc, Clu holds Bs, Business Administration from Birmingham-Southern College.

Company email context

Email format at Various

This section adds company-level context without repeating Todd Talbot, Cfp, Chfc, Clu's masked contact details.

*@principal.com
68% confidence

AeroLeads found 1 current-domain work email signal for Todd Talbot, Cfp, Chfc, Clu. Compare company email patterns before reaching out.

Profile bio

About Todd Talbot, Cfp, Chfc, Clu

My passion is to bring common sense and simplicity back to financial planning. By taking a simple yet effective approach, I help people take the next right steps towards realizing financial independence. My father owned his own business, and I'm a business owner, too. So, naturally, my specialty is working with other business owners. I often share ideas on how to leverage their cash flow (do more with less), protect the business, and achieve financial independence. Clients say I help them think differently about their financial lives, bring simplicity and common sense back to investing, and bring them confidence as they look towards retirement. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Red Mountain Financial Name is independent of CFGS.

Listed skills include Small Business, Buy Sell Agreements, Informal Business Valuation, Deferred Compensation Plans, and 13 others.

Current workplace

Todd Talbot, Cfp, Chfc, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

Various
Various
Owner at Red Mountain Financial
united kingdom
Employees
176
AeroLeads page
3 roles

Todd Talbot, Cfp, Chfc, Clu work experience

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

Owner

Current
Red Mountain Financial

2 Office Park Circle, Suite 1 Birmingham, AL 35223

Todd Talbot, CFP®, ChFC®, CLU® believes that people are the heart of any business, and losing the right person at the wrong time can cripple a business. As a business-focused advisor, Todd is passionate about helping business owners protect and grow their business. The end result is key interest are aligned, major expenses are often cut, and the business.

Aug 2017 - Present

Financial Professional

Current

Birmingham, Alabama Area

My passion is to bring common sense and simplicity back to financial planning. By taking a simple yet effective approach, I help people take the next right steps towards realizing financial independence. My father owned his own business, and I'm a business owner, too. So, naturally, my specialty is working with other business owners. I often share ideas on.

Jun 2000 - Present

Wholesaler

First Protective

Birmingham, Alabama Area

I worked closely with financial professionals throughout the southeast. In this role, I learned from the best advisors and quickly became one of the most trusted professionals around.

Jun 2000 - May 2007
2 education records

Todd Talbot, Cfp, Chfc, Clu education

Bs, Business Administration

Activities and Societies: Sigma Chi fraternity. Leadership Studies.BS in Business Admin. Minor in Computer Science (programming).

Education record

Donoho
FAQ

Frequently asked questions about Todd Talbot, Cfp, Chfc, Clu

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

What company does Todd Talbot, Cfp, Chfc, Clu work for?

Todd Talbot, Cfp, Chfc, Clu works for Various.

What is Todd Talbot, Cfp, Chfc, Clu's role at Various?

Todd Talbot, Cfp, Chfc, Clu is listed as Owner at Red Mountain Financial at Various.

What is Todd Talbot, Cfp, Chfc, Clu's email address?

AeroLeads has found 1 work email signal at @principal.com for Todd Talbot, Cfp, Chfc, Clu at Various.

What is Todd Talbot, Cfp, Chfc, Clu's phone number?

AeroLeads has found 7 phone signal(s) with area code 205, 256 for Todd Talbot, Cfp, Chfc, Clu at Various.

Where is Todd Talbot, Cfp, Chfc, Clu based?

Todd Talbot, Cfp, Chfc, Clu is based in Birmingham, Alabama, United States while working with Various.

What companies has Todd Talbot, Cfp, Chfc, Clu worked for?

Todd Talbot, Cfp, Chfc, Clu has worked for Red Mountain Financial, Various, and First Protective.

How can I contact Todd Talbot, Cfp, Chfc, Clu?

You can use AeroLeads to view verified contact signals for Todd Talbot, Cfp, Chfc, Clu at Various, including work email, phone, and LinkedIn data when available.

What schools did Todd Talbot, Cfp, Chfc, Clu attend?

Todd Talbot, Cfp, Chfc, Clu holds Bs, Business Administration from Birmingham-Southern College.

What skills is Todd Talbot, Cfp, Chfc, Clu known for?

Todd Talbot, Cfp, Chfc, Clu is listed with skills including Small Business, Buy Sell Agreements, Informal Business Valuation, Deferred Compensation Plans, Executive Benefit Strategies, Business Continuation, Supplemental Retirement Income, and Wealth Accumultion Strategies.

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