Todd joined The Fuller Foundation in 1998 and brings a wealth of knowledge and experience to oversee the Foundation’s Investment Management and Charitable Giving services for individuals and families. His diverse background and experience enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial and estate planning.
Todd first started working in the investment industry when he worked for five years at an international commercial real estate firm. This gave Todd experience working with complex assets like commercial property. Next, Todd spent seven years in public accounting helping clients with tax matters relating to partnerships, charitable trusts and estate planning.
Helping clients, whether it is planning for their children’s college expenses or for retirement, is truly Todd’s passion. He understands the unique challenge individuals face as they prepare for retirement. In his work at the Foundation, Todd draws on 25 years of experience gained from working in the investment industry to develop solid financial plans for his clients. He is committed to empowering clients to make wise financial decisions that best fit their current needs and long-term investment and charitable giving goals.
Getting to Know Todd
Todd graduated from the University of Southern California with a Master’s in Business Administration and also holds a Bachelor of Arts in Economics and Business from Westmont College.
He has always had a passion for helping people and that extends far beyond Investment Management and Charitable Giving. At Westmont College, Todd served in a campus ministry during his time as an undergraduate student. Today, Todd supports and volunteers his time with Young Life.
Todd is also an avid golfer, on the weekends you can either catch Todd on the golf course or spending time with his wife and their three children.
To speak with Todd about planning for your future, you can contact him by phone at 626.792.3232 or by email at TDERRICK@FULLERINVESTING.COM.