Todd Bauerle (BS, CFP®)

Todd Bauerle focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Asset Allocation
Budget Development
Charitable Giving
Comprehensive Financial Planning
Debt Management
Education Planning
Employee and Employer Plan Benefits
Estate Planning
General Financial Planning
Insurance Planning
Investment Management
Investment Planning
Life Planning
Life Transitions
Long-Term Care
Real Estate
Retirement Income Management
Retirement Planning
Risk Management
Social Security Planning
Sudden Wealth Management
Tax Planning
Wealth Management
Young Professionals

Additional Information

Hobbies include cars (and racing!), helicopters, reading (C.S. Lewis, Spencer Johnson, John Maxwell, Warren Weirsbe, Norman Vincent Peale, Jim Collins, Randy Alcorn, Rick Warren, Og Mandino, Richard Duncan, Mohamed El Arain), skiing (water and snow), and  tennis (3.0 singles)

NAPFA Start Date

March 22, 1996


This Office

1525 International Pkwy Ste 2021 Lake Mary, FL 32746-7645 Phone: (877) 588-5882 Fax: (407) 333-4466