Amy Todd, CPFA in

Amy Todd, CPFA

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Retirement Plan Consultant at OneDigital
📍 Berwyn, Pennsylvania, United States

Amy Todd is a Senior Retirement Plan Consultant at OneDigital, focusing on employee education and financial wellness. A James Madison University graduate, she is a multi-year recipient of NAPAs Top Advisor awards, underscoring her expertise in the retirement industry after a decade-long tenure at Vanguard.

Beyond her professional accolades, Amy has a background in physical wellbeing, having worked as a Group Fitness and Wellness Instructor during her university years. She is passionate about helping clients achieve their goals and values working for mission-driven, client-focused organizations.

Amy has been named to the National Association of Plan Advisors (NAPA) list of top advisors for three consecutive years (2023-2025).

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Experience
13 Years
Current Role
Retirement Plan Consultant
Job Level
Mid-senior
Location
Berwyn, Pennsylvania, United States
Personality Overview

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Decision Approach
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Priorities

Topics Amy cares about

Financial Wellness
Her professional focus is on employee education and promoting financial wellness, which she describes as a passion.
Women in Finance
She has been repeatedly named to NAPA's "Top Women of Excellence" list, celebrating women's significant contributions to the retirement industry.
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Career

Work history

7-2022
Retirement Plan Consultant
OneDigital
7-2018 - 8-2022
Regional Consultant - Vanguard Retirement Plan Access
Vanguard
1-2016 - 7-2018
Retirement Education Specialist
Vanguard
7-2014 - 12-2015
University Relations Specialist
Vanguard
10-2008 - 5-2011
Group Fitness and Wellness Instructor
James Madison University
In the press

Media appearances

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Education
2007 - 2011
BBA
James Madison University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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