Todd White is a Managing Director for Strategic Retirement Partners in the Northern California Office. He is responsible for developing new relationships for Strategic Retirement Partners and delivering strategic retirement plan consulting services to new and existing clients in the areas of investment due diligence, plan design review, plan management support and employee communications.
Prior to joining Strategic Retirement Partners, Todd was affiliated with 401(k) Advisors and was a founding partner at Ascent Wealth Management Group, LLC.
A graduate of the California State University, Chico Todd earned a B.S. in Business Administration – Strategic Management. He has completed the core courses of UC Berkeley Extension's Professional Sequence in Personal Financial Planning and in 2007 became a Certified Financial Planner CFP(R). He is a registered investment advisor representative and has passed the FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination).*
Outside of work, Todd and his family spend most of their time in Lake Tahoe and Clearlake enjoying the outdoors. Todd resides in Portola Valley, CA with his wife and three children.
*Series 6, 7 and 63 registrations held through LPL Financial. Series 66 held through LPL Financial and Global Retirement Partners.
Digging ditches for my step dad’s construction company
Pegging my Z Cavaricci pants
Any song from Led Zeppelin or Guns N’ Roses