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.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: