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Fiduciary CFO for private clients, business owners and non-profits. Raised in Ohio-a degree from O.U. and graduate school at U of A. Father of two young adults.
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Color name
RGB
HSL
CMYK
#15535E
Eden
21, 83, 94
189, 63, 23
78, 12, 0, 63
#709015
Trendy Green
112, 144, 21
76, 75, 32
22, 0, 85, 44
#51A4DA
Havelock Blue
81, 164, 218
204, 65, 59
63, 25, 0, 15
Todd Desberg provides investment advisory services and personalized financial planning through Osaic Wealth, serving individuals in Arizona and California. Based in Scottsdale, Arizona, the practice focuses on understanding each client’s circumstances, priorities, risk tolerance, and goals before developing tailored wealth management strategies. Its stated priority is helping clients care for themselves and their families through informed financial decisions.
Services and guidance address investment management, retirement planning, estate strategies, insurance, and tax-related considerations. The practice also helps clients think through major financial commitments and potential wealth transfers, including mortgages, taxes, retirement and college funding, and large purchases. Educational resources, such as articles, videos, calculators, glossaries, and tax information, support clients seeking to learn more about financial topics.
Todd Desberg is identified as a Certified Financial Fiduciary and holds securities licenses and Arizona life and health insurance credentials. Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA and SIPC member.
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Finance
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The Todd Desberg name, logos and brand assets are trademarks of Todd Desberg and its affiliates. Brandfetch isn't affiliated with or endorsed by Todd Desberg. Their use is subject to Todd Desberg's brand guidelines.
