Todd J. Jakubik*, CFP® is a seasoned financial professional specializing in asset management and cash flow analysis. Since becoming a partner at Total Financial Concepts in 2006, he has developed a comprehensive approach to helping individuals and families achieve their financial goals.
Todd works closely with clients to develop customized financial strategies that incorporate **asset allocation, financial management, retirement planning, and succession planning. This comprehensive, client-focused approach to financial planning ensures that the recommended strategies encompass each client’s financial goals, time frames, and risk tolerance. Total Financial Concepts, Inc. currently manages in excess of *$275 million in client assets.
From 2012-2017, Todd was recognized as a Five Star Wealth Manager by the acclaimed New Jersey Monthly magazine.
Todd has a Bachelor of Science in Finance from Monmouth University. Since his undergraduate studies, Todd had ambitiously pursued professional licenses and accreditations. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNERTM and (CFP® Professional) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. In 2013 Todd received the CFP® certification. In addition he is licensed in multiple states to offer both life & health insurance, and investments. He currently holds Series 7 and 66 securities registrations as a Registered Representative of HTK.
Todd resides in Colts Neck, New Jersey with his beautiful wife, Elizabeth, his daughter, Charlotte, and his son, William. In his spare time he enjoys fishing and surfing at the Jersey Shore.
*As of September 2022
**Asset Allocation is a method used to help manage investment risk, driven by complex, mathematical models and should not be confused with a simpler concept of diversification nor does it guarantee to protect against investment loss in declining markets.
Five Star Wealth Manager Disclaimer:
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided and is outlined completely at www.fivestarprofessional.com/public/wmresearch.