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Todd Schroeder, CFP®, AAMS®, CRPC®*

Todd Schroeder, CFP®, AAMS®, CRPC®*

Managing Director & Financial Planner

Todd joined the MONECO Advisors team in the fall of 2021, to help head up the new branch office in New Canaan, Connecticut, bringing with him over 12 years of financial services experience.  His initial calling though dates back much further than that. Always one to want to help others his entire life, it was a natural progression for him to eventually land in a career where he and his team could assist others with their financial planning needs. His passion is clear when looking at the advanced designations he has acquired over the years to better help solve his client’s complex financial challenges, while identifying potential planning opportunities. Todd holds the Certified Financial Planner (CFP®), the Chartered Retirement Plan Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations. A Connecticut native, Todd attended UCONN, where he also earned a Bachelor’s Degree in Political Science. Todd currently resides in Stamford, CT with his wife Alyson and their two daughters. When not in the office, Todd can be found in gymnastics centers around the state and beyond, cheering on his daughters.

Get to Know Todd...

Favorite part about working at MONECO: That every day is a new day where we have the opportunity to make a positive impact on someone’s financial life

Favorite thing to do outside of work: Skiing, Softball, Tennis, Hockey

What I enjoy most about what I do: The constant opportunity to assist others in pursuing their financial futures and goals   

Biggest challenge: Staying abreast of the ever-changing financial landscape, new legislation, investment programs and fiscal/monetary policy and how it will impact our clients

Favorite:

Quotation: "Simplicity is the ultimate sophistication" - Leonardo da Vinci

Vacation: Aruba or Utah

TV Show: 60 Minutes

Music: Rock

Sports Team: NY Giants, UCONN Huskies

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*CRPC conferred by College for Financial Planning