Todd Shepard is a Financial Planner with New England Securities, Inc. and a Financial Services Representative with New England Financial Group, LLC in West Hartford, Connecticut. He received his Bachelor of Science degree in Finance from Bryant College and is a CERTIFIED FINANCIAL PLANNERTM certificant from the College for Financial Planning. Todd served as the Investment Specialist for New England Securities for twenty years prior to leaving management to focus on the needs of his personal and business clients.
Todd has served as President and Chairman of the Connecticut Valley Chapter of the Financial Planning Association. He is also a member of the Hartford County Estate and Business Planning Council. Todd resides in Columbia, Connecticut with his wife Paula and their two children.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies