Financial Advisor
todd@wescapgroup.com

Todd serves as Financial Advisor and member of WESCAP Group’s Investment
Committee. He brings 13 years of industry experience performing portfolio management,
financial planning, client relationship management and marketing duties.
Prior to joining WESCAP Group, Todd served as Financial Advisor and Director of
Marketing for Signature Estate & Investment Advisors (SEIA), a Century City wealth
management firm. Other past experiences include working as a Financial Consultant for
reputable investment firms such as Charles Schwab & Co., Inc., in Century City, CA.,
and T. Rowe Price Investments in Baltimore, MD.
Todd is a CERTIFIED FINANCIAL PLANNER™ professional. He completed the
CFP® Certification Professional Education Program through the College for Financial
Planning. He also holds the Chartered Mutual Fund Counselor (CMFC) designation.
Todd earned his Bachelor of Science (BS) degree in Communications from Towson
University of Maryland.
Todd is a featured financial expert on the Lifetime® television network show “The Fairy
Jobmother”. On camera, he provides complimentary financial guidance for struggling
families who are experiencing hardship due to job losses.
Since moving from Baltimore in 2001, Todd has enjoyed living along the coast of
Southern California. He currently resides in an ocean view residence in Manhattan Beach
and enjoys surfing, working out, traveling and spending time with friends and family in
his free time.