Todd Tocco, CFP^®, AIF^®, MBA

I’ve been a CFP® professional since 2002 and joined Certified Financial Group in 2010. I bring more than 25 years of industry experience to each client relationship, with a background that includes managing complex portfolios for high-net-worth clients in Charles Schwab’s Private Client division from 2002 to 2010, I’m now an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor.

I provide comprehensive planning across retirement and estate strategies and ongoing investment management. My work includes equities, bonds, mutual funds, exchange-traded funds, options, and structured products, with an emphasis on risk management, tax awareness, and clear communication so you always understand the why behind each decision.

A Michigan native, I spent more than 30 years in Central Florida before establishing a Certified Advisory Corp satellite branch in Maryland in early 2016. I earned a B.S.- Finance in 1995 and an MBA - Specialization in Finance in 1998, both from the University of Central Florida.

Before financial services, I played professional baseball in the Atlanta Braves minor league system. These days, life off the clock is all about family time with my wife and three kids.