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MassMutual financial professional.

Todd "Todd" Shepardemail

  • Professional Story

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    Education

    Bryant College (1977-1981)

    Hobbies

    Golf
    Kayaking
    Paddle Boarding
    Rock Polishing

    Community Involvement

    Columbia Town Finance Board

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Estate Planning
    • Financial Education
    • Business Succession Planning
    • Risk Management Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See Todd’s Licenses and Disclosures

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