Brian M. Todaro, CFP®

Professional

Brian serves as a Wealth Management Advisor at Kathmere Capital Management, contributing over four years of experience in assisting clients with the organization of their financial goals and objectives.

In his capacity, Brian assumes the responsibility of overseeing the day-to-day operations of Kevin McDermott’s practice within the firm. He acts as the primary point of contact for all of Kevin’s clients, demonstrating a keen understanding of the importance of attentive client engagement. Brian remains readily accessible to address their immediate financial needs while fostering enduring and high-quality partnerships with existing clients and key relationships. Simultaneously, he is dedicated to cultivating trust and goodwill with prospective clients in the future.

Before joining the Kathmere team, Brian gained valuable experience as an intern at an investment management firm, where his involvement in a financial planning competition kindled his passion for pursuing a career in the field.

Brian’s academic background includes a Bachelor of Science degree in Actuarial Science from The Pennsylvania State University. Furthermore, he holds the esteemed designation of a Certified Financial Planner (CFP®) professional.

Personal

Brian enjoys being active with his family and friends. Some of his favorite activities are playing golf at Rolling Green in the summer and hitting the slopes to ski in the winter. He is a Philly sports enthusiast and on Saturdays in the fall he can be found in Beaver Stadium with 107,000 of his closest friends.