
Todd Schroeder
Financial Advisor
Moneco Advisors
United States, Connecticut, New Canaan
About Me
Todd joined the MONECO Advisors team in the fall of 2021, to help head up the new branch office in New Canaan, Connecticut, bringing with him over 12 years of financial services experience. His initial calling though dates back much further than that. Always one to want to help others his entire life, it was a natural progression for him to eventually land in a career where he and his team could assist others with their financial planning needs. His passion is clear when looking at the advanced designations he has acquired over the years to better help solve his client’s complex financial challenges, while identifying potential planning opportunities. Todd holds the Certified Financial Plan
Profile Information
Financial Advisor
Moneco Advisors
Investment Team
Investor
Consultant
New Canaan
Connecticut
United States
May 16, 2024
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