Broker Check

Todd Beckmann, CFP®, MSBA-FTP, RICP®

Meet Todd Beckmann: Partner and Financial Advisor

The Beckmanns founded Well-Traveled Wealth because they found their life’s purpose in using their skills and passion for numbers to help others experience financial freedom and live an extraordinary life. Todd became a financial planner in 2010 and has never looked back! When your purpose is your job, it is deeply fulfilling and no longer feels like work. He holds his client relationships in high regard; in fact, many of the couple’s clients have become close friends. Nearly every area of life involves finances; and every season is not always one of abundance. “We want to help guide you along the way, through the good times and the trying times. Nothing thrills us more than seeing someone we’ve worked with for years achieve a new goal, or experience life like they never thought they would,” Todd says. It is exceedingly rewarding to have the opportunity to make that kind of impact.

Todd was born and raised in Sonoma County California, about an hour north of San Francisco. He graduated from San Diego State University with a B.S. in Business and a Minor in Economics, but spent his last semester in Melbourne, Australia (it’s truly as amazing as they say.) That semester abroad fueled Todd’s passion for travel and adventure. When he isn’t working with clients, he enjoys spending time with his wife and two young children at the beach and in the mountains. 

Todd firmly believes in the importance of education. He feels that to best serve the firm’s clients, learning can never stop. It is this mentality that has driven him to continue his education. Below are his accomplishments and designations.

  • Master of Science in Business Administration with a concentration in Financial and Tax    Planning (MSBA-FTP) from San Diego State University
  • Executive Financial Planner Advanced Certificate from San Diego State University
  • Retirement Income Certified Professional (RICP®) designation

Todd believes everyone can benefit from sound financial advice. Give him a call or schedule a complimentary consultation with him today.  

Schedule a Time to Speak with Todd