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Alissa Todd

Helping Women Entrepreneurs Build Generational Wealth using the Personal CFO Planning Process - Access More Time Freedom & Financial Freedom by Outsourcing Your Financial Strategy - Financial Advisor

Alissa Todd is a Financial Advisor and Personal CFO at The Wealth Consulting Group, who aims to help ambitious women build generational wealth.25 She specializes in assisting professionals in their 20s and 30s to use money as a tool for pursuing a life they love, creating plans to help them pursue financial independence so that they can live their lives by design.1 She is passionate about spreading financial literacy, especially to women, due to the lack of representation for women in financial discussions.34

Todd guides clients in creating a roadmap toward a work-optional lifestyle, helping them enjoy their lives while strategically securing their financial futures.3 She takes her clients through a Personal CFO Process to help them reverse engineer their ideal lifestyle, identify gaps in their financial plan, and protect them from potential issues.4 As a Personal CFO, her objective is to guide clients in creating a roadmap towards generational wealth.3

Todd holds the Series 7 and Series 66 licenses, as well as a CA Insurance License #0L00408.53 She is bilingual in English and Japanese and a board member of the Japanese American Citizens League San Diego chapter.1 She grew up in Europe, specifically in The Netherlands and Ireland, and enjoys traveling and trying new foods from different cultures.13

Highlights

Jan 1 · mywealthcg.com
Alissa Todd | The Wealth Consulting Group
Alissa Todd | The Wealth Consulting Group
Jan 1 · wealthcg.com
Alissa Todd | The Wealth Consulting Group
Alissa Todd | The Wealth Consulting Group
Jan 1 · mywealthcg.com
Your Personal CFO Team | The Wealth Consulting Group
Aug 19 · theceoschool.com
Alissa Todd, Financial Advisor | Personal CFO - CEO School
Alissa Todd, Financial Advisor | Personal CFO - CEO School

Related Questions

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Alissa Todd
Alissa Todd, photo 1
Alissa Todd, photo 2
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Location

San Diego, California, United States