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 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.