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Todd Wooten

Todd Wooten

Founder/Retirement Planning Professional

As a pilot, Todd has a passion for flying and has a unique way of helping his clients. On the ground, he helps fly his clients confidently through financial turbulence such as market volatility, taxes and inflation, getting them to their destination safely and on time. His new planning tool, the Financial Flight Plan™, is proving to be an invaluable resource for clients. “Having a Financial Flight Plan™ gives our clients confidence because they know where they are, where they’re going, and whether or not they’re maintaining course for a successful and safe arrival,” says Todd.

Accomplishments

  • Member of the National Ethics Bureau
  • Listed with the National Registry of Elder Planning Advisors
  • Member of the Institute of Elder Planning Studies
  • Member of Society of Certified Senior Advisors
  • Member of the Wealth Counsel Advisors Forum
  • Court of the Table, Million Dollar Round Table Member
  • An FAA Certified Airman

Education

  • Christian Life College, Stockton CA
  • Certified IRA Distribution Advisor (CIDA)
  • Certified Senior Advisor (CSA)

Experience

  • 30 years in the insurance and financial industry
  • Trainer of over 1,000 insurance and financial professionals
  • National Sales Consultant
  • President of Blue Sky Financial Partners since 2001
  • Million Dollar Round Table (MDRT) Court of the Table producer for 9 years in a row

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