Todd, President of Knapp Financial Group, LLC—a full-service wealth management firm—has been helping clients and their families pursue the future they desire and the satisfaction they deserve since 1998.
As an independent Wealth Advisor, Todd specializes in advising individuals, families, and businesses who seek to thoughtfully grow, carefully preserve, and efficiently transfer wealth. Todd advises clients in tax-efficient investing, education funding, life and long-term care protection, and retirement income planning. His primary focus is retirement plan distribution options and retirement income planning for successful business owners, corporate executives, and professionals. Todd takes a comprehensive approach with each client, incorporating his diverse background to provide integrated strategies.
Todd has been retained by several locally-owned businesses to provide plan design assistance with or assist plan sponsor to review design and operational features and discuss potential enhancements with 401(k), 403(b), and Profit Sharing plans. He collaborates with both management and employees to craft investment plans that suit the current and future needs of the companies and their workforce.
Todd learned from an early age the importance of hard work, family, and responsibility having grown up in the seemingly endless winters of Syracuse, New York; where there was always plenty of snow to be shoveled. He began his career in the financial services field with PaineWebber /UBS in 1998. He then moved to First National Bank/San Benito Bank and PrimeVest in 2000. He founded Knapp Financial Group, LLC in the summer of 2009. Todd is currently qualified to offer securities, annuities, and life insurance in California and is also securities registered in five other states to serve his increasingly on-the-move clients. He serves as both Branch Manager and Registered Principal with LPL Financial and is working to attain his Chartered Retirement Planning Counselor (CRPC) designation.
Todd and his family reside in Salinas, California. They enjoy Caribbean cruises and new travel adventures. In his free time, Todd enjoys spending time with family and friends, all things golf, reading, and Syracuse University Orange basketball. He gets great satisfaction from lending his support to local charities that benefit children.