Todd Stahl works closely with the Burnham Gibson’s growing roster of corporate and personal clients and maintains a strong focus on portfolio design and monitoring the market. As director of the wealth management practice, Todd aims to streamline processes and provide support and guidance to clients in an ever dynamic and unpredictable market. Todd has more than 12 years of experience in the financial services field.
Prior to joining Burnham Gibson, Todd was director of wealth management for a regional financial planning firm. He received his bachelor of science degree in finance from San Diego State University with an advanced certificate in financial planning. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Todd served two years on the board of directors of the Financial Planning Association of San Diego.
Todd has many interests including hiking, mountain biking and traveling. He has also earned an advanced certification in wine education and enjoys traveling in wine country.
CA Insurance Lic. #0C50001