Todd Calamita is a fee-only Certified Financial Planner®. He focuses on providing wealth management solutions to individuals and their families. Together with his professional network, he helps affluent individuals address their five biggest concerns: preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets are not unjustly taken; and charitable giving.
Todd uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful families work with Todd to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
- Make smarter decisions in today’s uncertain political, economic and social environment.
- Obtain an independent second opinion from a top financial advisor in their community.
Previously, Todd spent ten years as a financial advisor, first with RBC Wealth Management and then with Wells Fargo Advisors. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide ranging personal finance topics – from taxes to retirement accounts. Todd has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions about their money.
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