Todd Michaud
Principal & Founder - Financial Advisor
- BA, Political Science Florida Southern College
- Advanced Degree Financial Planning Merrimack College
- Life Underwriters Training Counsel Fellowship American College
- Chartered Mutual Fund Counselor College for Financial Planning
- Completion H&R Block Income Tax Course
- Member Financial Planning Association
- Member National Association of Tax Professionals
- Member Financial Services Institute
- Registered Tax Preparer Since 2010
- Passed Section 1 of Enrolled Agency/IRS
- Securities Registered Since 1997
- Honorable Discharge United States Marine Corps
- Former BNI Chapter Executive/Secretary Treasurer
- Accredited Investment Fiduciary (AIF) Candidate 2021
- Former Estate Executor
- 2 MBA courses completed SNHU
- Certified Financial Planning (CFP) Candidate
