Todd McCaffray, CFP®, ChFC®

Financial Advisor at Koenig Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Edmonds, US

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

  • Koenig Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2022 - Present
  • AHT Insurance
    • United States
    • Insurance
    • 100 - 200 Employee
    • Retirement Consultant
      • Aug 2017 - Jul 2022

      Retirement Plan Consulting, Management, Governance, Education

  • Equity Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Team Lead/Senior Security Operations Representative
      • Nov 2015 - Feb 2017

    • Security Operations Representative
      • Jun 2014 - Nov 2015

      Montpelier, VT - Trading and Operations for small Broker Dealer. - Licensed trader

  • Envestnet, Inc
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Associate
      • Jun 2013 - May 2014

      Seattle, Washington Envestnet / Tamarac

  • Working for an Independent Sales Representative
    • Inventory Analyst
      • Aug 2008 - Jun 2013

      Greater Seattle Area

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • May 2011 - Sep 2012

      Greater Seattle Area

  • Gonzaga New Venture Lab
    • Team Member
      • Sep 2011 - May 2012

      Spokane, Washington Area A team member for the New Venture Lab, a student-run consulting organization. Responsible for assisting an entrepreneur from the Spokane community with market research and implementation.

  • Volunteer Income Tax Assistance
    • United States
    • 1 - 100 Employee
    • Tax Preparer
      • Jan 2012 - Apr 2012

      IRS certified training allowing me to help prepare taxes for customers that need assistance.

  • Atlas Supply
    • United States
    • Wholesale
    • Office Assistant/Accounting Clerk
      • May 2009 - Aug 2010

      Greater Seattle Area

Education

  • Gonzaga University - School of Business Administration
    Bachelor of Business Administration, Finance, Human Resource Management, Marketing
    2008 - 2012

Community

You need to have a working account to view this content. Click here to join now