Todd Aif Email & Phone Number
Founding Partner, Portfolio Manager
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Todd Aif Location
- Berkeley Heights, NJ, US
Todd Aif Work
- 2022 -now Founding Partner, Portfolio Manager @ WealthScorz Financial Group
- 2011 -2022 Certified Financial Planner, Shareholder @
- 2006 -2011 Certified Financial Planner @ EisnerAmper Wealth Management & Corporate Benefits
- 2002 -2006 Regional Director @ Salomon Brothers/Citigroup Asset Management
Todd Aif Education
- Fairleigh Dickinson University
CFP® (Economics)
2007-2009 - State University of New York at Oneonta
Bachelor of Science (Sociology)
1994-1999 - Oneonta High School
Regents (Business)
1990-1994
Todd Aif Skills
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- 401k
- Investments
- Wealth
- Equities
- Insurance
- Estate Planning
- Tax
- Strategic Planning
- Financial Analysis
- Employee Benefits
- High Net Worth Individuals
- Pensions
- Asset Allocation
- Mutual Funds
- Series 7
- Due Diligence
- Securities
- Alternative Investments
- Defined Benefit
- Mergers
- Retirement
- Portfolio Management
- Risk Management
- IRAs
- Long-term Care
- Investment Advisory
- IRA's
- Planning
- Protection
- ERISA
- Compliance
- Asset Management
- Cash
- Trusts
- Analysis
- Fixed Annuities
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Annuities
- Hedge Funds
- Investment Strategies
- Asset
- Long Term Care
- Savings
- Private Equity
Todd Aif Summary
- Todd Aif, based in Berkeley Heights, NJ, US, is currently a Founding Partner, Portfolio Manager at WealthScorz Financial Group. Todd Aif brings experience from previous roles at M Holdings Securities, Inc., EisnerAmper Wealth Management & Corporate Benefits and Salomon Brothers/Citigroup Asset Management. Todd Aif holds a 2007 - 2009 CFP® in Economics @ Fairleigh Dickinson University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Wealth Management, 401k, Investments and more. Todd Aif has 1 emails and 3 mobile phone numbers on RocketReach.
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Todd Aif
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