Tod Shoffler is a CERTIFIED FINANCIAL PLANNERTM and Wealth Advisor with Crest Wealth Management who has over 20 years of experience in the financial services industry. He graduated from James Madison University in Harrisonburg, VA, with a degree in Finance in 1991. Tod is involved in a variety of community activities including past President of Lower Cape May Little League, Board Member for the Lower Cape May Regional High School Athletic Hall of Fame and coaches various youth sports teams.
Tod was born and raised locally and resides in Cape May, NJ, with his wife Kristin and children TJ, Evan and Nora and dog Abby. He enjoys baseball, golf, skiing and spending time with his family.
Tod currently holds his Series 6,7,63 and 65 securities registrations through LPL Financial and his CERTIFIED FINANCIAL PLANNERTM designation along with various Insurance licenses.
Tod is responsible for the Financial Planning and Investment Management needs of our clients. He can be reached at email@example.com or 609-522-6098.