Todd Criter

Background

About Todd Criter

Todd's style is to help make sense of complex investing decisions. With an emphasis on knowing clients. Todd helps clients tailor wealth management strategies to fit each of his client's needs and goals; decisions are made together, well-informed, and their own. Todd's relationships grow with deeper insight at every stage of their lives and wealth. With this level of attention, clients have confidence in understanding the holistic picture of their financial lives. No matter what life stage you are in, building the future you desire can be filled with uncertainty - and questions: • Are my investments properly positioned? • When will I be able to retire? • Am I building the legacy I've dreamed about? • Have I forgotten to take care of anything? • Is my family protected? Todd helps address multiple aspects of their assets and liabilities with services including: • IRA, 401K & Retirement Planning Strategies • Customized Financial Strategies • Long-Term Care Planning Strategies • Wealth Management & Custom Lending Strategies-may be provided through Bank of America, N.A. Todd brings 21 years of experience as a Merrill Senior Financial Advisor to every client. This practical knowledge is supported by his Registered Senior Client Associate, Seamus Bruner, who assists with clients daily needs. Todd brings a bachelor's degree from the University of Wisconsin–Madison and solid Midwestern values to his financial practice. He has made San Francisco his home since 1996, and supports his community through non-profit organizations. He serves on the board of The National AIDS Memorial Grove with great pride and conviction. He enjoys learning new perspectives in his many travels around the world which fuels inspiration for understanding different approaches to a successful life and new ways of thinking. Asset allocation does not ensure profit or protect against loss in declining markets.