Christian Todd
Consultant @ Shepherd Wealth Group | Client Service Management
- Role
- Paraplanner Operations at Shepherd Wealth Group
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Christian Todd
Shepherd Wealth Group provides tailored tax-efficient wealth strategies to self-employed…
Experience
Paraplanner Operations
Mar 2025 — Present · Armonk, NY, US
Tax Efficiency Experts: We specialize in advanced planning with a relentless focus on maintaining tax efficiency, benefiting not only our clients\' lifetimes but also future generations. Exclusive Wealth Management: Serving self-employed and high/ultra-high net worth communities, we tailor strategies to unique financial needs, delivering absolute returns through significant annual income tax reduction, typically in the range of six to seven figures annually. Education and Growth: Our adaptable, client-centered approach fosters mutual trust and empowers clients and advisors alike to achieve their maximum potential, both personally and in their businesses.
Education
Marist College School of Management
Bachelor of Science - AACSB Accredited , Business Administration and Management, Entrepreneurship
2020 — 2024
Marist University
Bachelor of Science - BS, Business Administration and Management, General
Brookfield High School
General Education
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