TODD M. INGWERSEN, CFP®, CIMA®, CEPA®

As the Chief Investment Officer and CIMA®, Todd’s role is to design, execute and monitor discretion-based investment strategies. He helps successful families and business owners make smart decisions with their money. Through a 5-step consultative process that begins with a Discovery Meeting, Todd works with clients to identify where they are, where they want to go and what gaps that need to be filled to get them there. His investment consulting and advice addresses many the top concerns of affluent investors today, including preservation of capital, cash flow maximization and tax mitigation, wealth transfer, liability protection and charitable giving.

Todd adheres to the CFP® professional code of ethics and provides expert planning services.

Accreditations

  • Certified Financial Planner™ practitioner, CFP®
  • Certified Investment Management Analyst, CIMA®
  • Certified Exit Planning Advisor, CEPA®
  • Enrolled, Chartered Market Technician (CMT) Program through the Market Technicians Association

Affiliations

  • Member, Sigma Phi Epsilon Alumni

Education

  • CIMA® certification, Wharton School of Business (University of Pennsylvania)
  • BS (cum laude), Marketing with a concentration in Spanish and Management of Information Systems, University of South Carolina

Todd and his wife, Florencia, live in Charlestown, MA, with their daughters, Francesca and Olivia. They enjoy traveling, skiing, golfing and spending time together as a family. Todd’s wife is originally from Uruguay, South America, and they frequently visit her family in Punta del Este, Uruguay. Todd is fluent in Spanish.

Direct Line:
844-996-3300
ext. 1006

Email Todd
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