Todd Murphy has over a decade of personal financial advising experience. Todd is a serial entrepreneur, having started his first business at age 12. He grew up on a 5th generation Connecticut farm. His business and farming background provided him with real world, diverse experiences that inform his advising approach.
Todd is education focused, empowering clients to understand their options and the impact of their choices. This education focus is part of who he is, from earning a Masters in Education as a college student, to working as a course facilitator at the Yale School of Management, education is Todd’s approach to life.
Todd focuses on helping professionals, medical, legal and education professionals translate their lifetime of income into a legacy for themselves and their family. Todd’s knowledge and access to numerous financial products, as well as various investments and insurance companies, allows him to provide unbiased guidance and appropriate investment advice to help meet his client’s changing needs for themselves and their family.
Personal: Todd holds the FINRA Series 7, 24, 63, 66 registrations and CT Life and Health licenses, as well as licenses in California, New York, Rhode Island and numerous other states. He lives and teaches in New Haven, CT.
California Insurance License number: 0K98765