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.
Anciens postes connus de Todd David Flynn
| Sociétés | Poste | Fin |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is an independent, SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and they were formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. SWM provides advisory services to a variety of types of clients which includes individuals, trusts, and individual pension plan accounts. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Formation de Todd David Flynn
| University of Washington | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is an independent, SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and they were formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. SWM provides advisory services to a variety of types of clients which includes individuals, trusts, and individual pension plan accounts. | Finance |
