Thursday, February 23, 2012
Meet Todd Washburn

Todd WashburnTodd is not your typical financial planner.  How many biochemist financial planners have you met?  He grew up in Rome, New York working around his father’s gas station, playing sports and enjoying all that Scouting had to offer, eventually achieving Eagle Scout.   He went on to attend Hobart College in the beautiful Finger Lakes region of NY.  What followed was a 15 year career as a biochemistry researcher, both in university and federal government labs. The latter helped bring him to North Carolina in 1988.  During that time he discovered the growing field of financial planning and decided his future lay there.  Several years and much education later, Todd left the world of science for the world of personal finance.  After a couple of years with Northwestern Mutual, in 2001 he opened Todd Washburn Solutions, LLC, a fee-only (no commissions) financial Life Planning firm. As a Certified Financial Planner (CFP®) designee, he is dedicated to helping his clients wisely manage all aspects of their personal finances so they are prepared to pursue their goals and dreams and avoid unpleasant surprises that could derail those plans.  He especially enjoys helping them prepare for retirement- however they may define it.  He helps them not only invest and manage their money, but also to prepare for the non-financial aspects of transitioning to retirement.  He helps them explore what’s truly important to them and to explore opportunities to fulfill those values.  He helps them align their finances to support their goals, dreams and values to make life as rich as possible

Todd lives in Durham, NC with his wife Kim and their son Jonathan.  In his spare time he enjoys reading, helping his son’s Cub Scout Pack, and playing with their Golden Retriever, Saranac (named for a beer, a lake, or a town- your choice).  He occasionally goes back to his science roots and brews an awesome batch of beer, which can be quite enjoyable on a hot summer day.  He loves to put all those years in Toastmasters to work and speak to groups of all sizes.  Professionally, he has served as President and Board Chairman for the Triangle Chapter of the Financial Planning Association.  He’s served as President of the RTP Chapter of the American Association of Individual Investors (AAII).  He’s a member of the Chapel Hill-Carrboro Chamber of Commerce as well as a Board Member of the Durham-Orange Estate Planning Council.  He’s been quoted and published in several local papers and writes a periodic column for the local Southern Neighbor monthly newspaper.  One of his Life Goals is to get his ’67 Firebird Convertible back up and running so he can tool down the road with the top down enjoying the beautiful Carolina weather.
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