Todd Loughin
Davenport University
Tell me more about Todd Loughin?
Todd Loughin is a highly experienced Financial Consultant and Advisor with Equitable Advisors, specializing in 401k rollover strategies, 529 plans, business succession strategies, and financial advisory services. With over 26 years of work experience, Todd has a strong background in helping individuals, families, and business owners maximize their net worth through personalized financial planning processes. He is dedicated to helping individuals, businesses, and business owners maximize their wealth while minimizing tax implications through sound investment and insurance strategies. Todd is also a graduate of the University of Michigan and enjoys cheering for Wolverine sports teams. Outside of Equitable, he enjoys golf and tennis.
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About
As a Financial Consultant and Advisor with Equitable Advisors, I help coach individuals, families, and business owners with a goal of increasing their net worth by properly planning for life events and circumstances. I find passion in helping my clients through a customized and individually tailored financial planning process. My work is centralized on helping individuals, businesses, and business owners accumulate and protect their wealth, while minimizing tax implications through sound investment and insurance strategies. Outside of Equitable, I enjoy spending time with my family and friends. As a graduate of the University of Michigan, I enjoy cheering for all Wolverine sports teams, especially football and basketball. Golf and tennis are activities that I enjoy playing and mentoring with family and friends.
...See MoreWork Experience
Regional Vice President
Financial Consultant
Financial Services
Todd Loughin's Professional Milestones
- Project Engineer (1997-01-01~2000-12-01): Delivering successful engineering projects on time and within budget, exceeding client expectations.
- Financial Consultant (2020-01-01~): Delivered strategic financial solutions to clients, resulting in increased profitability and cost savings.
Education
Accounting,
Forensic Accounting
2012-2013Skill
401k Rollover Strategies
529 Plans
Business Succession Strategies
Financial Advisory Services
Financial Planning
College Planning Strategies
Executive Benefits Planning
Retirement Planning Strategies
Tax Efficient Investing Strategies
Wealth Management Strategies
Estate Planning Strategies
Annuity Strategies
Asset Allocation Strategies
Insurance Strategies
Certification
Colleagues
Will Tsai
Chief Operating Officer Of Equitable Advisors
John Passananti
Founder | Senior Managing Partner
Andrew Pricener
helping executives and professionals in renowned it companies optimize their personal wealth and reduce taxes to attain the empowering financial freedom they deserve using my cfo wealth optimization program
Chad Bates
Chief Operations Officer
Sue Easton
chief operations officer- southeast complex equitable advisors
Other Named Todd Loughin
Frequently asked questions
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Todd Loughin's social media include: Linkedin,
Todd Loughin works for Equitable Advisors
Todd Loughin's role in Equitable Advisors is Regional Vice President
Todd Loughin works in the industry of Financial Services
Todd Loughin's colleagues are Will Tsai,John Passananti,Andrew Pricener
Todd Loughin's latest job experience is Regional Vice President at Equitable Advisors
Todd Loughin's latest education in Davenport University