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Todd Schanel

CFP®, CPA, CFA
Personal Finance, Retirement, Investing
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“Todd Schanel is committed to helping clients cut to the essence of what’s important in their life – to bring informed clarity to the formation and implementation of their financial plans - and to share the essentials on how to be a confident investor.”
Firm:

Core Wealth Management

Job Title:

Principal and Director of Investment Advisory Services

Biography:

Todd is honored to serve as Core Wealth’s founding principal and investment advisor. In launching Core Wealth, Todd's vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.

Since 2004, Todd has been a principal at Schanel & Associates, CPAs specializing in financial planning. tax planning and consulting services.  His previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena.  In addition to being a CPA, Todd has been a CFA Charterholder since 2005 and a Certified Financial Planner® since 2007.  In 2015, he earned the Certified Valuation Analyst (CVA) designation.

Todd holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997). He is a member of the CFA Society of South Florida, and was an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business from 2010-2012. He and his wife Pam and their children, Michael and Grace, live in Palm Beach Gardens.

Education:

BA, Economics, University of North Carolina at Chapel Hill
MBA, University of Virginia Darden School of Business

Fee Structure:

Fee-Only

CRD Number:

4731679

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