Todd Brundage (CFP®, ChFC®, MBA)
Todd Brundage focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Elite Wealth Management and Virtual Family Office
- Investment Management
- Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Gifting
- Relationship Managment = Team Approach working with Outside Expertise in a Holisitic Manner + Consultative Approach
Clients: Entrepreneurs and Executives
Specialties:
- Concentrated Positions
- Sale of Company + Tranistion Planning
- Public Comanpany Capital Markets
- Cross Boarder
NAPFA Start Date
January 13, 2014