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Talk With An Expert

Phone: (858) 863-4010

About Our Founder, Darren Blaine Todd, CFP®
California Insurance License # 0B39735

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Darren is a CERTIFIED FINANCIAL PLANNER™ Professional with 20+ years of financial planning and employee benefits experience. In 1993, Darren originally entered into the financial planning profession as a stock broker and has since been exposed through practical experience to the diverse array of financial planning concepts, with an emphasis on tax efficiency. Darren opened his own employee benefits consulting firm, now known as Todd Financial & Insurance Services, Inc., in 2000 and has grown the business to become a highly respected agency in Southern California. His experience in designing, implementing and servicing accounts of all sizes has made him a key resource to many companies, associations and financial professionals throughout the country.

Darren has served on several broker advisory committees for some major insurance carriers and is known for his industry leading expertise on Health Savings Accounts (HSA). He has been a guest speaker for the Financial Planning Association of Los Angeles, providing continuing education credits on HSAs and corporate reimbursement programs for their CERTIFIED FINANCIAL PLANNER™ professionals and insurance licensed agents.

Darren possesses Life, Health & Disability and Property & Casualty insurance agent licenses in multiple states throughout the country. He currently maintains security registrations through LPL Financial and WCG Wealth Advisors, LLC, where he is a Registered Representative and an Investment Advisor Representative, respectively. Darren is a graduate of the University of Florida and lives in San Diego with his wife and their two children.

Todd Financial & Insurance Services, Inc. is a separate and independently-owned entity from both, LPL Financial and WCG Wealth Advisors, LLC.