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MEMBER PROFILE

 

Todd Feldman

OBSIDIAN PLANNING SOLUTIONS

 

Member profile details

Membership level
DC Metro Individual
First name
Todd
Second name/initial
M
Last name
Feldman
Title
CFP®, CExP™
Company
OBSIDIAN PLANNING SOLUTIONS
 

XPX ROLE

Leadership Role
At Large
 

CONTACT INFORMATION

City
Rockville
State
Maryland
 

PROFILE INFORMATION

Call me when
you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
Professional Certification(s)
CFP®, CExP™
In Business Since
1996
Business Focus
Contact me
Client Results
Contact me
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