Tod Lenhoff Company Profile

Tod Lenhoff is the founder and President of Lenhoff Tax and Wealth Advisory Group, Inc., a full service investment, insurance and tax practice, serving clients throughout Los Angeles and San Diego County since 1982. Tod has over 30 years of professional experience providing financial advice to retired individuals. Tod has dedicated his entire professional career to this field and is passionate about helping senior clients meet their financial goals. Tod is fully credentialed in many financial arenas. Tod is a CPA, Elder Planner, Securities Registered (both Series 6, 7, 63 and Series 66), Investment Advisor Representative, Insurance Licensed (Lenhoff Senior Planning, Inc. California Life License #0D86642), and a Certified Financial Trainer. Tod has over 30 years experience in the financial industry and holds a Bachelor of Science degree in Business Administration with an option in Accounting Theory and Practice from California State University at Northridge. Tod Lenhoff accepted an award in 2011 from USA Tax and Insurance Services, Inc. for ADVISOR OF THE YEAR! As both an Investment Advisory Representative and CPA, Tod combines tax and investment advice into a single practice. Tod started his financial career in Los Angeles working for the international financial accounting firm Ernst & Young, providing advice to high net worth clients. As a Certified Financial Trainer, Tod taught finance to top executives at companies such as IBM, Kodak, Ingersoll-Rand, and Valvoline. Tod Lenhoff has built his successful financial planning practice by simply creating a satisfying client experience. He genuinely cares about his clients and the well-being of their finances, and helps create the best fit for them by customizing the financial planning process to meet the client’s individual needs and desires. Tod is a licensed Certified Public Accountant and licensed insurance producer in California.