Todd J. Tocco

Since 2002, Todd J. Tocco, CFP®, AIF® has been a Certified Financial Planner^TM  professional and joined Certified Financial Group, Inc. in 2010.  He is also an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and a registered representative with TransAm Securities, Inc.

Todd has over 15 years of industry experience, most of which with Charles Schwab & Co. Inc.  From 2002-2010, he managed complex investment portfolios for affluent clientele in the Schwab Private Client division.

He provides comprehensive financial services including: estate and retirement planning and investment management.  He specializes in equities, bonds, mutual funds, exchange-traded funds (ETF’s), options and structured products.

A native of Michigan, he has lived in Central Florida for more than 25 years and received his Bachelor of Science degree in Finance from the University of Central Florida in 1995 and his Master of Business Administration (MBA, specialization in Finance) from the University of Central Florida in 1998.

Todd’s professional licenses and registrations also include: Series 7, 9, 10, 63, and 66 with FINRA (Financial Industry Regulatory Authority), formerly the NASD.

Prior to working in the financial services industry, Todd was a professional baseball player in the Atlanta Braves minor league farm system.

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