Todd Buchner
Managing Director
Todd Buchner has worked in the wealth management and financial services industry since 1992. He has focused on intergenerational wealth transfer due to his belief that the hard work and the success of one generation should be preserved for future ones.
Todd earned his bachelor’s degree from Syracuse University in 1988. Originally from Connecticut, he relocated to Long Beach, California in the early 90’s. He holds Series 7, 63 and 65 registrations, as well as a California insurance license. Todd has also earned the designation of PIM Portfolio Manager (Private Investment Management).
In addition to helping his clients pursue and maintain their financial independence, he enjoys a passion for the arts and traveling. Todd is an avid supporter of numerous charities in the Long Beach community, especially New Hope Grief Support, the Long Beach Museum of Art and the Long Beach Aquarium of the Pacific. New Hope Grief Support helps grieving children and families find healing after the loss of a loved one. Todd’s Mom passed away at the young age of 49 so he has made it his mission to honor her memory by helping others who have been affected by loss.
Todd’s favorite quote is “An outstanding life never happens by accident. It is the result of mapping the course for your life and making key decisions on the difficult stuff that keeps you up at night, while using your core values as a compass.”
Todd Buchner CA Insurance License #0B91917. Resident State: CA.
You may not know this about Todd Buchner...
Todd was raised on the east coast. He was born in New Jersey, moved to Connecticut and attended college at Syracuse University. He is an avid traveler, a lover and supporter of theater and enjoys gardening.
