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Todd Werling

Managing Director/Financial Advisor

(973) 406-5159

In 2018 Todd celebrated his 20th year in the financial services industry. He believes his strong, long-lasting relationships are built upon integrity, trust, and honesty.

Todd is committed to guiding individuals, families, and business owners through a strategic planning process that entails discovery, design, implementation, and monitoring. This continuous process factors in each client’s unique situation and long-term goals. His areas of specialty include: wealth management, college planning, retirement planning and income planning. 

Todd holds Bachelor of Science Degree in Business Administration, majoring in Finance, from the University of Delaware. Prior his current role, Todd worked for The Equitable (AXA) and was an advisor for Financial Principles, LLC. When he's not working Todd enjoys running, traveling, and coaching his son's sports teams.

Todd proudly partners with over 300 clients at Trusted Wealth Financial, LLC and is looking forward to partnering with you.