Todd Ockovic has the skills and knowledge to direct executives, families, and small business owners in formulating, executing and monitoring thoughtful solutions to build and preserve wealth. Todd focuses on developing relationships with clients to gain an understanding of their needs, wants and wishes.
His precept is that financial strategies, investment portfolios and estate plans need to be tailored to individuals and their unique situations. Todd is passionate in working with various clients to address these unique financial situations and help them achieve their goals throughout all of life’s stages.
Todd began his career in 1992 with MetLife and was a MetLife financial services representative and financial planner prior to joining 1847Financial. Todd holds FINRA Series 6,7,26 and 63 securities registrations in the states of California, Colorado, Florida, Nevada, New Jersey, New York, Pennsylvania, and South Carolina. Additionally, Todd holds Life, Accident/Health, and Variable Insurance licenses in both Pennsylvania and New Jersey. Throughout his 20+ years in the financial services industry, he has qualified for many personal and industry recognition awards.