Todd Tocco, CFP®, AIF®, MBA
Since 2002, Todd J. Tocco, CFP®, AIF®, MBA has been a Certified Financial Planner™ professional and joined Certified Financial Group, Inc. in 2010. He is also an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor.
Todd has over 25 years of industry experience; some of which was with Charles Schwab & Co. Inc., from 2002-2010. During that time, he managed complex investment portfolios for affluent clientele in Schwab’s Private Client division.
He provides comprehensive financial services including estate and retirement planning and investment management. He specializes in equities, bonds, mutual funds, exchange-traded funds (ETF’s), options and structured products.
A native of Michigan, he lived in Central Florida for more than 30 years before creating a satellite branch for Certified Advisory Corp in Maryland in early 2016. Todd received a Bachelor of Science degree in Finance from the University of Central Florida in 1995 and a Master of Business Administration (MBA) specializing in Finance from the University of Central Florida in 1998.
Prior to working in the financial services industry, Todd was a professional baseball player in the Atlanta Braves minor league farm system. Todd is married with three children.