Todd A. Dussex, CFP®, has been serving credit union members for over 23 years. Todd completed the College for Financial Planning program to earn the CERTIFIED FINANCIAL PLANNER™ designation, accredited by the Certified Financial Planner Board of Standards. As a CERTIFIED FINANCIAL PLANNER™ Professional, Todd is prepared to discuss all of your financial requirements specific to your particular situation. Todd provides custom service as he does not feel one size fits all. So whether you are an aggressive growth investor, or someone seeking to preserve your capital, Todd can deliver a strategy tailored to you in a no pressure, friendly manner.
Todd also has extensive knowledge of the Federal Government Employees benefits package, having served numerous government employees over the last several years and conducting Federal Employee Benefits Workshops through various Agencies around the Denver area.
Todd was recognized as one of Denver’s “5 Star Wealth Manager’s” 4 consecutive years 2012 - 2015, by 5280 Magazine and ColoradoBIZ Magazine.*
Todd offers a complete menu of services and invites you to contact him for a free, no obligation consultation! It doesn’t matter if you work or are retired from the private sector or the Federal Government, Todd can assist you with all of your personal financial issues.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is not affiliated with the credit union.