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Karen Todd

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History

Member for
4 years 4 months 1 week

Personal Info

Full Name
Karen Todd
Bio

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

Areas of Focus

IRA Rollover
Wealth Preservation Strategies
Retirement Planning Strategies

Interests

I married my high school sweetheart, Robin, in 1974. We have 3 children: a son born in 1975, a daughter born in 1976 & a son born in 1980. We are blessed with 9 grandchildren. Robin & I are both Arizona natives having been born & raised in Globe. We have lived in the East Valley since 1983.

Community Participation

Sponsor of the Arizona Humane Society
Sponsor of the American Society for the Prevention of Cruelty to Animals
Sponsor of the Humane Society of the United States
Sponsor of St. Judes


Professional Info

Organization
Ameriprise Financial Services, Inc.
Job Title
Financial Advisor
Industry
Financial Services

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