Advisor

Todd Salzman

CFP®

My goal as your financial planner is to build a portfolio that suits your needs. Whether education savings, retirement planning or expanding your current portfolio, I will partner with you to set a firm course for your financial future.

“I believe in the credit union philosophy of building financial peace of mind.”

I graduated from the University of Kansas School of Business with an emphasis in finance and an MBA from the UMKC Henry W. Bloch School of Management. I’m a lifelong Kansas City resident, currently living in Olathe with my wife and three kids.

Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.

Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value

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