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 free, no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: CA, FL, IL, KS, MI, MO, NM, NV, NY
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.