Todd Tripp
Wealth Management Advisor|MPA, CLTC®
Professional
Todd has been a wealth management advisor at Northwestern Mutual since 2002. While Todd is actively involved with helping his clients plan for their financial security, he also assists with the training and development of newer financial representatives who are launching their career. Todd frequently speaks as a subject matter expert at financial planning industry meetings, sharing his in-depth knowledge regarding holistic financial planning.
Education
Todd has a Bachelor's degree from Loyola Marymount University and has a Master's degree in Public Policy and Planning from CSULB.
Todd Tripp, CLTC® is certified in Long-Term Care planning.
Recognition
Todd has received the National Quality award from NAIFA.
Todd Tripp, CLTC® is a qualifying member of the Northwestern Mutual Forum for both 2005, 2008, 2016 which places him amongst the top producers in the company across the United States.
Million Dollar Round Table (MDRT)
Todd is also a Member of the Million Dollar Round Table from (2003-2012).
MDRT is the premier association of financial professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's Mission
To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Personal
Todd Tripp is married to Trish and they have four young sons in their family: Tanner, age 21, Trevor, age 19, Tucker, age 18, and Thomas age 16. Residing in Huntington Beach, they have an active family of football players, aspiring soccer stars, and desert motocross riders.
He served on Orange County Goodwill's Board of Directors for nine years and was chair of the Goodwill Golf Invitational. He also served for five years on the Board of Directors at Pretend City, a museum where children can experience what it is like to live, work, play, and be a part of a community. While at Pretend City, Todd chaired their annual poker fundraiser which helped generate over one million dollars of revenue for the museum.
In his spare time, Todd enjoys playing electric guitar and volunteers at The W Church in Newport Beach. Todd believes that his greatest investment is his family, and time is best spent while serving others. He is passionate about encouraging young adults, being an excellent listener, and sharing the Gospel and irresistible love of Jesus Christ.
If you are ready to have a conversation with a truth teller and get started on your own plan to Live Well...Lets Go
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
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
