Background and Education
Born in Phoenix, AZ, Todd was raised in Tucson, where he has deep roots in the community. After graduating from high school, Todd attended Arizona State University, where he earned a degree in Finance from the renowned W.P. Carey School of Business. His passion for understanding complex financial systems led him to choose this path, and he graduated in just three years, demonstrating both his commitment and drive.
Why Finance?
Todd’s interest in finance stems from his love for solving complex problems. Finance is a field that involves a mix of politics, technical analysis, and fundamentals, all of which intersect to shape financial landscapes. Todd is driven by the challenge of understanding these intricate dynamics and helping individuals and families navigate them. His goal is to provide clarity and guidance, no matter the complexity, so his clients can make informed decisions about their financial futures.
Professional Experience and Expertise
Before joining Greenberg Financial Group, Todd worked as a College Financial Representative at Northwestern Mutual, where he gained valuable experience in wealth management, financial planning, and investment strategies. He has passed the SIE, Series 7, and Series 66 exams, along with licensing in insurance and annuities. Todd is fully licensed to sell stocks, bonds, insurance, and annuities, allowing him to offer a broad spectrum of financial solutions to his clients.
Why Greenberg Financial Group?
Todd joined Greenberg Financial Group because of the strong trust and personal connection he has with the firm’s founder, Dean Greenberg. Dean had been Todd’s lacrosse coach in high school for four years, and over that time, they developed a deep bond built on mutual respect and trust. When Todd was considering a career with another financial firm, Dean’s unwavering support and the firm’s family-oriented culture convinced him that GFG was the right fit. The independence and flexibility of Greenberg Financial Group allow Todd and other advisors to truly put the client’s best interests first — something he felt was lacking at other firms.
Mission and Approach
Todd’s mission is to listen closely to his clients’ goals, values, and visions, and help them design a personalized, efficient path toward achieving their financial objectives. He takes pride in offering expert financial advice and creating tailored plans that address both short-term needs and long-term goals. With a broad understanding of financial products, from stocks and bonds to insurance and annuities, Todd is well-equipped to offer comprehensive financial solutions.
Personal Interests and Fun Facts
Licenses and Certifications
“I bring expertise in financial planning and a wide-ranging knowledge of the products that shape a client’s financial life. Whether it’s helping clients build wealth, protect their assets, or plan for retirement, I combine technical proficiency with a deep understanding of each individual’s unique financial needs. I am committed to helping my clients achieve financial freedom and live the life they envision. Whether you’re planning for retirement, investing for the future, or need help navigating life’s financial milestones, I’m here to provide the guidance and support you need.”
