Senior Financial Advisor
Trustworthy. Methodical. Accountable.
As a trusted senior financial advisor, Todd Bayley has developed trust and rapport with a broad range of clients, helping them transition through the phases of their financial journey. With 20 years of experience as a CERTIFIED FINANCIAL PLANNER (CFP®), Todd believes that committing to a process yields great results, and he provides a holistic and thorough approach to financial planning.
Thoughtful and trustworthy
If you are looking for a thoughtful, detailed and trustworthy advisor to create a clear path, Todd is the mentor for you. He knows that financial planning plays a huge role in the life you’re dreaming of for yourself and your family. His best advice is to not approach your finances in isolation, but rather tackle multiple objectives at a time.
Informed and insightful
To stay current in the field, Todd takes courses to expand on his knowledge and is currently working on a second designation as a Certified International Wealth Manager (CIWM). Outside of work, Todd can be found doing what he loves most—golfing, swimming, cycling and spending time with family.