Todd Zeidenberg, AIF, ChFC, CLU, CLTC

Mission

Helping people pursue financial success by inspiring them to build and plan for a successful and secure financial future.

“Life is what happens to you while you are busy making other plans.” – Beatle John Lennon

Expertise

Life Centered Family Wealth Management

Todd is a registered representative and investment advisor. He graduated from Nichols College with a major in Business Administration. Todd has earned his Series 6, 63, 65, and 7 registrations as well as his Life, Health and Ethics Insurance licenses. Todd successfully completed the rigorous qualification process through the American College to obtain his Chartered Financial Consultant (ChFC) designation as well as his Chartered Life Underwriter (CLU) designation. He also holds the CLTC designation (Certification in Long Term Care) to help families better prepare for life after retirement.  He has achieved the professional designation of Accredited Investment Fiduciary (AIF) which is awarded to individuals who have undergone specialized training to understand and implement fiduciary standards of care.  A fiduciary is legally and ethically obligated to act in the best interest of the client.  The AIF designation is often sought after by organizations and individuals managing investment plans such as retirement plan, endowments or foundations to ensure fiduciary standards are upheld.

Todd has specialized in guiding and advising individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate and business planning strategies as well as life, health and disability insurance programs.

The process described above is considered to be a holistic approach to wealth accumulation, preservation and distribution.  Sometimes, this all-encompassing approach is not always utilized, so Todd’s focus is on enhancing his client’s financial wellbeing through the holistic approach. 

Ideally, it’s better to create a financial strategy before a crisis occurs. One of the greatest benefits of creating a comprehensive financial strategy is its ability to prepare you to better handle the inevitable financial roadblocks thrown in life that can detour you from achieving your life goals. Helping clients plan for the certainty of uncertainty.

“Plan ahead, it was not raining when Noah built the ark.” – Richard Cushing

Todd’s commitment to his clients and strong values have earned him an excellent reputation in the industry.  He is a member of the Premier Resource Group, an invitation-only financial advisors’ group; (NAIFA) The National Association of Insurance and Financial Advisors; (FPA) Financial Planning Association and a Qualifying Member of the Million Dollar Round Table (MDRT), an international network of financial services professionals.

In 2024 Todd was recognized in CT Magazine as a Five Star Wealth Advisor.

Personal

Todd lives in Guilford, CT with his wife Judy and sons Toby & Blake.  Todd has enjoyed  coaching youth sports as well as working out (cross fit), golf, tennis and martial arts (Aikido).  Todd has also provided financial literacy workshops at local high schools.