Todd Turner, CEPA®
Financial Advisor
Todd specializes in working with clients with unique needs, which includes business owners, physicians in both the private and academic setting, and executives. His areas of expertise include comprehensive fee-based planning, risk management, asset and liability protection, debt management strategies, wealth accumulation, tax-advantaged investment strategies, estate planning, exit strategies and business owner life design.
His educational and industry background includes FINRA Series 7 and 66 registrations, as well as life, accident and health insurance licenses. Todd also obtained the advanced FINRA CEPA (Certified Exit Planning Advisor) designation in 2021. He earned his Bachelor’s Degree in Psychology from Bucknell University.
Todd understands the challenges his clients’ current and future challenges and guides them through a well-defined wealth management process that addresses all aspects of their financial picture. He works closely with his team at Commonwealth to provide his clients with customized service and experiences. This has allowed him to forge close relationships with families over the years, resulting in a practice that now includes multiple generations.
Todd lives in Mount Pleasant with his wife Amanda and his 4 teenage children, where he enjoys music, guitar, soccer, travel and spending time with friends and family. Todd believes it is important to make a difference in his community and currently serves as Board President for the Coastal Crisis Chaplaincy, which serves first responders and victims of trauma.