CoverProfile

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
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Profile Information

Financial Advisor

Moneco Advisors

Investment Team

Investor

Consultant

New Canaan

Connecticut

United States

May 16, 2024

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