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MEMBER PROFILE

 

Todd Robison

Cedar Point Financial Services LLC

 

Member profile details

Membership level
Tri-State Individual
First name
Todd
Last name
Robison
Title
President and Founder
Company
Cedar Point Financial Services LLC
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Profession
  • Insurance
Functional Expertise
  • Charitable giving
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Philanthropy
  • Retirement
  • Tax
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Chartered Life Underwriter
In Business Since
1992
Business Focus
Executive Benefits, Business Succession, and Wealth Transfer
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