I became interested in financial planning and investment management after discovering socially responsible investing in 2008. Here was an opportunity to help hard-working people meld their financial goals with their social and environmental values. Since then, I have worked with individuals and families to create and implement comprehensive financial and investment plans that meet their unique needs.
Collin Todd, CFP®
Principal & Financial Planner
As a CERTIFIED FINANCIAL PLANNERTM who works exclusively on a fee-only basis I love that I am able to utilize my training and experience without having to sell financial products. Whether I am helping a client purchase their first home, understand their investments, or design a charitable giving strategy, clients know that I am there to help them make informed decisions. My clients appreciate my role as a fiduciary advisor and their access to sustainable and impact investments that contribute to corporate responsibility.
I enjoy being involved in my community and have served on numerous non-profit boards that focus on conservation, youth outdoor education, urban sustainable living practices, and land use planning. I currently serve on the board of Conservation Voters for Idaho where we work to promote conservation through voter education and supporting pro-conservation candidates.
My wife Sam is a Pelvic Floor Physical Therapist and in our spare time we enjoy making the most of all Boise has to offer including biking in the foothills, skiing, camping and rafting.