Todd S Rosenfeld
Wealth Management Advisor|CFP®, RICP®
Professional
Todd Rosenfeld is a graduate of The University Of Nevada- Las Vegas with a B.S. specializing in Hotel Administration. After working a number of years for the Hilton Hotel Company and living in three different cities, Todd found his passion in helping people frame their goals and plan for their long-term financial security. Beginning in 1990 as a Special Agent for The Northwestern Mutual Life Insurance Company, Todd has grown his practice and evolved to being a full service Wealth Management Advisor, and offers fee based financial planning.
Membership
Financial Planning Association Pittsburgh (FPA Pittsburgh)
As an active member of FPA Pittsburgh, Todd strives to uphold the core values of this seminal professional organization in his daily life. FPA Pittsburgh prides itself on its integrity, competence, meaningful relationships, and stewardship. Members of FPA come together to unify the voice and resources of the financial planning community who believe in the significance of the financial planning process. Through Todd's membership, he has expanded his expertise in financial planning while also collaborating with other Pittsburgh financial planners to help flourish the field within our community.
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Todd is passionate about his CFP® certification, which he secured in 2010. He has completed extensive training through the Certified Financial Planner Board of Standards Inc. The rigorous ethical standards that Todd has been held to through his training and practice experience truly exemplifies the level of accountability he holds for himself and the team. Recognizing that the financial climate is ever changing, Todd and his team will create relevant and specialized plans that best adapt to your life, as the times require.
Chartered Life Underwriter (CLU®)
To ensure that he is providing his maximum dedication to your future, Todd has also earned his CLU®. With his CLU® designation, Todd provides expertise in the areas of life insurance, business planning, and estate planning. His thorough understanding of personal risk management will guide you towards your goals of financial security.
Retirement Income Certified Professional (RICP®)
Todd firmly believes in the concept of retiring with ease. Retirement should be a smooth transition into a relaxing life, in which you well deserve. Todd's RICP certification, obtained from the American College, and his experience will lead you to a secure and sustainable retirement. Todd gained his expertise in retirement planning through his studies which focused upon the retirement income process, strategies and solutions, sources of retirement income, and managing the retirement income plan.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Personal
Family is a strong pillar in my life. For the past eight years, I have been blessed with a blended family after becoming a widower in 2007. I have two grown daughters of my own who are exploring the endless possibilities of adulthood and finding their way in the world. Additionally, my step daughter is currently making her way through middle school. My partner, Delilah, works as a local actress, taking whatever jobs and assignments she's blessed to be chosen for. Recently, she had the exciting opportunity to film a scene with Seth Rogan in his upcoming movie filmed in Pittsburgh.
In my free time, I enjoy traveling, staying fit, golfing, and following my hometown baseball team, the Milwaukee Brewers. One of the main things I would love to accomplish on my bucket list is to see a ball game in every MLB park.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
