Brian M. Todaro, CFP®

Brian M. Todaro, CFP®

Wealth Management Associate

btodaro@kathmere.com

Professional

Brian is a Wealth Management Associate at Kathmere Capital Management. Brian has spent 2+ years at Kathmere assisting clients organize their financial goals and objectives.

 

In his role, Brian is responsible for directing the day-to-day operations of Kevin McDermott’s practice within the firm and is a point of contact for all of Kevin’s clients. He understands the value of listening to clients, is readily available to service their immediate needs, and to continue quality partnership with current clients and key relationships, while building the trust and goodwill of new ones in the future. Before joining Kathmere, Brian was an intern at an investment management firm where he participated in a financial planning competition and quickly discovered his desire to make a career of it.

 

Brian graduated with a B.S. in Actuarial Science from The Pennsylvania State University and currently holds the designation as a 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.



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