CONTACT
650-595-1791

About Us

About Us

Todd Freeman, CFP®, CLU® ChFC®, AIF®

Todd offers nearly 40 years of financial experience. A member of the Financial Planning Association, Todd currently holds FINRA Series 7, 24, and 63 securities licenses. A certified financial planner practitioner, a Chartered Life Underwriter®, Chartered Financial Consultant®, and Accredited Investment Fiduciary®, Todd invests serious hours into continuing education. Todd is also extremely interested in promoting financial literacy in bay area high schools. He specializes in working with 403(b) plans, school employees, and non-profit 501(c)(3) organizations.

Todd is a cum laude graduate of the University of Southern California. As a former member of the USC gymnastics team, Todd continues to stay active on a daily basis.

Andrew Freeman,  CFP®

Andrew Freeman joined Todd in October 2016 as a financial advisor.

A graduate of the University of California, Los Angeles, Andrew started his career in entertainment at Participant Media as a product manager creating interactive online experiences for their film campaigns. He completed the Financial Planning program at University of California, Berkeley in Summer of 2018. 

He holds FINRA Series 7 and 66 licenses.  Andrew is a  certified financial planner practitioner and a Registered Tax Preparer with the California Tax Education Council. 

Check the background of investment professionals on FINRA's BrokerCheck.

Copyright © 2022
Todd L Freeman