Team
Todd Werling
Managing Director/Financial Advisor
twerling@trustedwealthfinancial.com
In 2023 Todd celebrated his 25th 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 a Bachelor of Science Degree in Business Administration, majoring in Finance, from the University of Delaware. Prior to his current role, Todd worked for The Equitable (AXA) and was a financial advisor for Financial Principles, LLC. When he's not working, Todd enjoys spending time with family (which includes his 2 rescue dogs), traveling, and coaching his sons' sports teams.
Todd proudly partners with over 300 clients at Trusted Wealth Financial, LLC, and is looking forward to partnering with you.
Christina Wright
Executive Assistant
cwright@trustedwealthfinancial.com
Christina attended Montclair State University, where she began building her strong foundation in communication and organization—skills she now uses daily to support Todd and his clients in planning their financial futures.
Outside of work, Christina enjoys spending quality time with her family and friends, traveling to new destinations, and exploring her love of cooking. She takes pride in creating meaningful connections both in and out of the office, always aiming to make a positive difference in the lives of those around her.