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Todd Beckmann, CFP®, 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 has earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® designation is widely known as the standard of excellence in the financial planning industry. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. He also holds the Retirement Income Certified Professional (RICP®) designation, which means he specializes in helping his clients plan for income distribution during their retirement years. 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 family at the beach and in the mountains. 

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

Contact Todd