Todd Wilhoit

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Personal Finance, Retirement, Investing
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“With over 17 years of experience in the financial industry, Todd Wilhoit is committed to helping clients work towards achieving all their financial goals and to provide them with a confident retirement plan.”
Firm:

Chesapeake Investment Planning, LLC

Job Title:

President

Biography:

As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 17 years and is passionate about helping individuals develop a pathway to financial independence now and for the future.

At Chesapeake Investment Planning LLC, Todd and his team have a commitment to excellence in everything they do. They consider it an honor and a privilege to help clients work towards making sound investment decisions that will contribute toward a secure future. Todd provides impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so he can help protect his client’s lifestyle for a lifetime.

Todd is a Chartered Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland with his wife and two kids where he is an active contributor to the community.  He serves on the board of the Chesapeake College Foundation. Is the previous President of the United Way of Queen Anne's County, and former Vice President of Maryland's Fight Against Cancer. Todd volunteers as a coach in several different youth programs.

Education:

BS, Finance, Eastern Kentucky University

CRD Number:

4254265

Disclaimer:

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisroy Services, LLC (Kestra AS), an affiliate of Kestra IS.  Chesapeake Investment Planning, LLC is not affiliated with Kestra IS or Kestra AS.

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