PRINCIPAL AND DIRECTOR OF INVESTMENT ADVISORY SERVICES, WEALTH ADVISOR
Todd is honored to serve as Core Wealth’s founding principal and investment advisor. In launching Core Wealth, Todd’s vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Since 2004, Todd has been a principal at Schanel & Associates, CPAs specializing in financial planning. tax planning and consulting services. His previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena. In addition to being a CPA, Todd has been a CFA Charterholder since 2005 and a Certified Financial Planner® since 2007. In addition, Todd is Accredited in Business Valuation® (ABV) through the AICPA.
Todd holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997). He is a member of the CFA Society of South Florida and the AICPA. In addition, he is an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business where he teaches Personal Finance to undergraduate finance majors.