Todd White

Todd White, Managing Director for our West Coast Practice. Todd is responsible for developing new relationships and delivering strategic retirement plan consulting services to new and existing clients. Todd has been advocating for positive retirement outcomes for over 14 years. His tenure spans the entire consumer facing value chain for retirement plans and planning, from corporate sponsored to individual. His expertise includes direct to consumer advice and wealth management, holistic financial planning, and consulting for corporate and non-profit organizations. His experience has proved invaluable to his passion for the past decade, which has been exclusively focused on empowering organizations to prepare their employees for a rewarding retirement. Prior to joining Strategic Retirement Partners, Todd was a founding partner of Ascent Wealth Management Group, LLC.; founded in 2003 with the mission of helping clients confidently prepare for life after work. Ascent affiliated with 401(k) Advisors in 2011 to drive innovation. In 2015, Todd and the Ascent Team helped launch the Strategic Retirement Partners network of advisors; a network of seasoned professionals exclusively focused on retirement plan consulting and participant outcomes. A graduate of the California State University, Chico, Todd earned a B.S. in Business Administration – Strategic Management. He is a Certified Financial Planner (CFP®), having completed his coursework at UC Berkeley Extension's Professional Sequence. He is a Registered Investment Advisor Representative and holds a FINRA Series 7 (General Securities), Series 63 (Uniform Securities Agent State Law) and Series 66 (Uniform Combined State Law). Outside of work, Todd spends time with family in Lake Tahoe and Clearlake enjoying the outdoors. Todd resides in Portola Valley, California with his wife, and three children.