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First Tech Routing #321180379
Financial Advisor

Meet Todd.

A little insight into Todd DeKellis

As a seasoned financial advisor with more than a decade of experience in the industry, my knowledge lies in retirement income planning, planning for retirement, 1031 exchanges/DST, tax savings, and estate planning.

I’m passionate about helping and educating my clients to reach their financial goals. I believe in providing personalized solutions that cater to each client’s unique needs and aspirations. Whether it’s crafting a comprehensive retirement income strat­egy or navigating the intricacies of tax planning, I’m here to guide you every step of the way.

Beyond the world of finance, I’m an outdoor enthusiast with a variety of interests. I enjoy fly fishing in tranquil rivers, casting a line to unwind and connect with nature. I also enjoy exploring scenic trails on my mountain bike and embracing the challenges of snow skiing.

Maintaining a holistic lifestyle is important to me, and I find balance and mindfulness through activities like hot yoga. This commitment to a well-rounded life is mirrored in my approach to financial planning—a comprehensive strategy that considers all aspects of your life.

One of my most cherished roles is being a father. I take great pride in being present for my children, instilling values, and creating lasting memories. Being a father is not just a title—it’s a commitment that extends to every aspect of my life.

I am committed to helping you achieve your dreams in retirement and beyond, give me a call, I look forward to speaking with you.

Raymond James Corporate
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QUALIFICATIONS: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0G49276

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice.

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