Todd Tocco, Cfp®

Todd Tocco, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @ Certified Financial Group, Inc.
altamonte springs, florida, united states
Todd Tocco, Cfp®'s Location
Severna Park, Maryland, United States, United States
Todd Tocco, Cfp®'s Contact Details

Todd Tocco, Cfp® personal email

n/a

Todd Tocco, Cfp® phone numbers

About Todd Tocco, Cfp®

"To know what to do is wisdom.To know how to do it is skill.To know when to do it is judgment.To combine them all with service is our mission."Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.Through our SEC registered investment advisory firm, Certified Advisory Corp, Mr. Tocco offers Fee-Based Planning and asset management. This allows him to prioritize and address your needs without being influenced by house products or commissions. The process works in the following phases:> A Complimentary Consultation. Because financial needs and concerns vary from one family to the next, Mr. Tocco will conduct a personal interview to determine the time required to develop a customized plan for you and your family. There is no charge for this initial meeting.> Your Assessment. At this meeting, you will be able to assess Mr. Tocc's capabilities, get questions answered and make an informed decision about beginning a long-term professional relationship.> Plan Implementation. Should you decide to proceed, your financial plan will be prepared by Mr. Tocco. It's a hands-on approach from start to finish and will help ensure that your plan is relevant to your unique needs, concerns and aspirations.Whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, Mr. Tocco, as a CERTIFIED FINANCIAL PLANNER™ professional, is prepared to help you.Specialties: Stocks, bonds, mutual funds, managed accounts, options, structured products, ETF's

Todd Tocco, Cfp®'s Current Company Details
Certified Financial Group, Inc.

Certified Financial Group, Inc.

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CERTIFIED FINANCIAL PLANNER™
altamonte springs, florida, united states
Website:
financialgroup.com
Employees:
25
Todd Tocco, Cfp® Work Experience Details
  • Certified Financial Group, Inc.
    Certified Financial Planner™ Practitioner
    Certified Financial Group, Inc. Apr 2010 - Present
    Since 2002, Todd has been a CERTIFIED FINANCIAL PLANNERTM professional and joined Certified Financial Group, Inc. in 2010. He is also an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and a registered representative with TransAm Securities, Inc.Todd has over 15 years of industry experience, most of which with Charles Schwab & Co. Inc.  From 2002-2010, he managed complex investment portfolios for affluent clientele in the Schwab Private Client division.He provides comprehensive financial services including: estate and retirement planning and investment management. He specializes in equities, bonds, mutual funds, exchange-traded funds (ETF’s), options and structured products.
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  • Charles Schwab
    Portfolio Consultant
    Charles Schwab 2002 - Apr 2010
    Provide portfolio and estate planning advice to individuals and organizations
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  • Charles Schwab
    Registered Representative
    Charles Schwab Sep 1996 - May 2002
    View

Todd Tocco, Cfp® Skills

Technology

Todd Tocco, Cfp® Education Details

Frequently Asked Questions about Todd Tocco, Cfp®

What company does Todd Tocco, Cfp® work for?

Todd Tocco, Cfp® works for Certified Financial Group, Inc.

What is Todd Tocco, Cfp®'s role at the current company?

Todd Tocco, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™.

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

Todd Tocco, Cfp®'s email address is tt****@****net.net

What is Todd Tocco, Cfp®'s direct phone number?

Todd Tocco, Cfp®'s direct phone number is +140764*****

What schools did Todd Tocco, Cfp® attend?

Todd Tocco, Cfp® attended Florida Institute Of Technology, Ucf College Of Business, University Of Central Florida - College Of Business Administration.

What skills is Todd Tocco, Cfp® known for?

Todd Tocco, Cfp® has skills like Technology.

Who are Todd Tocco, Cfp®'s colleagues?

Todd Tocco, Cfp®'s colleagues are Aaron Bert, Cfp®, Aif®, Roger Johnson, Cfp®, Aif®, Jonathan Hubbard, Marv Kuyper Cfp, Angela Sander, Joan Hensley, Raquel Villagrana.

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