Bio

Todd Levy is a CERTIFIED FINANCIAL PLANNER with Strategies for Wealth.  Todd carefully evaluates his clients' financial goals and creates a blueprint that gives every client control over their financial future.  For 71 years, the firm's unique culture of generosity and integrity has fostered and instilled economic confidence with the goal of helping clients to realize their dreams.

Todd has tremendous passion for guiding people and takes great pride in the impact that strategic planning has on the clients he works with.  He takes a holistic view on planning and does not come to clients with any preconceived notions.  The client and their individual circumstances dictate what Todd recommends and together, working through Strategies' Economic Confidence Building Process^SM, they implement a successful plan that is consistent with their investment goals and dreams.

Prior to joining Strategies for Wealth Creation & Protection, Todd S. Levy, CFP, was the vice president of sales & marketing at a boutique investment management company in New York City that managed over $1 billion in assets.

Todd is the Chairman and Co-Founder of Ice Hockey in Harlem (IHIH), a not-for-profit youth organization in New York City.  Since 1987, IHIH has served over 10,000 boys and girls in the Harlem community both athletically and academically.  Over the past 18 years, he has witnessed the impact that mentoring has on the lives of inner city youth and strongly believes in the power of giving back to the community.

Todd grew up in New York City and now lives in Westchester with his wife and two children.  When not at work or with his family, you can find Todd playing or coaching hockey.

Education and Training:

Community, Charitable or Professional Organizations/Associations:

Insurance Licensed In:

Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.

PAS is a member FINRA/SIPC.  www.finra.org