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.
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.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.