Todd L. Dreyer
CA License No. 0734377
For over 29 years, Todd has specialized in helping clients reach their financial goals. Todd uses a comprehensive process that addresses wealth accumulation and preservation strategies for individuals, families, and businesses. Prior to joining the Tax & Financial Group, Todd was a financial advisor with Ameriprise Financial where he specialized in retirement savings plans, financial planning, money management, investments and trading securities.
Todd graduated Cum Laude from Cal Poly Pomona University with a Bachelor of Science Degree in Business Administration, Finance, Insurance and Real Estate in 1985. Since then he has maintained a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies which has earned him an excellent reputation in the industry. Todd has earned the Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) advanced designations. Todd holds the Life license as well as multiple securities registrations including the series 65, 7, 24, 22 and 63. He is a member of multiple national honor societies including Phi Kappa Phi and Delta Mu Delta. Todd is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.
Todd strongly believes in serving his community. Todd is a former Riverside Community Hospitality Foundation Board member, past president of the Exchange Club of Magnolia Center, and 5 time chief of YMCA Indian Princesses (mighty Navajo Tribe!) Additionally, Todd is a member of the Financial Planning Society.
In Todd’s free time he enjoys spending time with his wife Lisa of over 27 years and their 3 daughters. Todd also enjoys watersports, fishing, and attending Sandals Church in Riverside.