Tod has over 29 years of professional experience providing financial advice to retired individuals. Tod has dedicated his entire professional career to this field and is passionate about helping senior clients meet their financial goals.
He started his financial career in Los Angeles working for the international financial accounting firm Ernst & Young, providing advice to high net worth individuals on tax strategies, investment choices, insurance options, and retirement planning. Subsequently Tod became a Certified Financial Trainer, teaching finance to top executives at IBM, Kodak, Catapillar, Ingersoll-Rand, Valvoline, Qualcomm, Shea Homes, and many other Fortune 500 hundred companies. Tod even travelled above the Arctic Circle to teach finance to the native Inupiat Eskimos of Kotzebue, Alaska.
In 1992, Tod made the quality of life choice to leave Los Angeles and head south to San Diego, where he opened his current tax and financial practice in Vista. Tod specializes in financial planning for retirees to invest prudently, save taxes, have a catastrophic illness game plan, and maximize the estate legacy.
Tod is fully credentialed in many financial arenas. Tod is a CPA, Elder Planner, Securities Registered (both Series 7 and Series 66), Investment Advisor Representative, Insurance Licensed (Lenhoff Senior Planning, Inc. California Life License #0D86642), and a Certified Financial Trainer.