Todd Simonson, Financial Advisor located in Sonora, CA

Financial Advisor
Todd Simonson

CFP®
133 Old Wards Ferry Rd Suite J, Sonora, CA 95370opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Community Outreach
  • Sports Enthusiast
  • Baseball
  • Spending Time with Family
  • Traveling

Team Members

  • Michelle McQuinn
    Associate Financial Advisor Trainee
    FPQP®
  • Rhonda Zakarian
    Sr. Branch Office Administrator
  • Haleigh Miguel
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(209) 533-1307

Fax

(888) 305-1959

Office Address

133 Old Wards Ferry Rd Suite J
Sonora, CA 95370opens in a new window

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