Todd Marschall, CFP®, WMCP in

Todd Marschall, CFP®, WMCP

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Financial Advisor at Northwestern Mutual
📍 New York, New York, United States

Todd is a Wealth Management Advisor at Northwestern Mutual, providing comprehensive, tax-efficient financial solutions. A graduate of Lafayette College, he holds both CFP® and WMCP® certifications and has been recognized by Forbes as a Top Financial Security Professional.

He lives in the Philadelphia suburbs with his wife and three children. A former captain of the Lafayette College Mens Lacrosse team, he now enjoys coaching his kids sports teams, playing golf, and spending time at the beach.

Before his current role, he gained experience working at a hedge fund.

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Experience
16 Years
Current Role
Financial Advisor
Location
New York, New York, United States
Personality Overview

How Todd shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Todd cares about

Holistic Financial Planning
His practice focuses on creating comprehensive, research-based analytical plans to help families and individuals grow assets and protect against risk.
Economic Market Analysis
Frequently shares market recaps and insights on how geopolitical uncertainty, inflation, and Federal Reserve policies impact investment performance.
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Career

Work history

9-2010
Financial Advisor
Northwestern Mutual
2010 - 2010
Consultant
Green Science Partners
In the press

Media appearances

Todd Marschall, Founder & Wealth Management Advisor. Featured in Northwestern Mutual
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Forbes' inaugural "Top Financial Security Professionals" list recognizes four Northwestern Mutual advisors across Connecticut. Featured in PR Newswire
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Education
2006 - 2010
B.A.
Lafayette College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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