Todd Goldsworthy, Financial Advisor located in Pasadena, CA

Financial Advisor
Todd Goldsworthy

MBA, WMCP®, SE-AWMA®, CRPS™
171 N Marengo Ave, Pasadena, CA 91101opens in a new window
Accepting New Clients
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Professional Athletes
  • Entertainment Industry
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Inheritance Guidance

Financial Advisor Certifications

  • WMCP®

    Wealth Management Certified Professional®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Camping
  • Baseball

Team Members

  • Shayda Scott
    Sr. Branch Office Administrator
  • Elissa Maloof
    Branch Office Administrator
  • Mimi Lising
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(626) 788-9111

Fax

(844) 615-2125

Office Address

171 N Marengo Ave
Pasadena, CA 91101opens in a new window

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