Todd Moritz (BBA, CFP®, CPA/PFS)

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

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

NAPFA Start Date

March 13, 2019


This Office

1504 Traymore Rd Minnetonka, MN 55305-1648 Phone: (847) 826-6070