Profil
Mr. Todd D.
Flynn, CPA, is a Principal & Senior Advisor at Soundmark Wealth Management LLC.
Prior to joining Soundmark Wealth Management in 2002, Mr. Flynn was previously employed as a Principal at Sound Asset Management LLC.
He was also a Shareholder at Martin, Bircher, Buller & Flynn, PC.
He received a BA degree in Accounting and Finance from the University of Washington and a Masters degree in Taxation from Golden Gate University.
He is a Certified Public Accountant and Certified Financial Planner.
Ehemalige bekannte Positionen von Todd David Flynn
| Unternehmen | Position | Ende |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portfolio Manager-Aktien | 01.01.2022 |
Ausbildung von Todd David Flynn
| University of Washington | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
