Todd Bellocchio, Cfp®
About Todd Bellocchio, Cfp®
Todd Bellocchio is a Financial Planning Analyst with extensive experience in wealth management and financial planning. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011 and currently serves clients at Synovus Private Wealth Management.
Work at Synovus
Todd Bellocchio has been employed at Synovus since 2016, serving as a Financial Planning Analyst. In this role, he focuses on wealth planning and preservation strategies, retirement planning, cash flow forecasting, asset allocation, education planning, risk management, business continuity, and estate planning. He serves clients of Synovus Private Wealth Management, Synovus Securities, Inc., and Synovus Trust. His experience at Synovus spans over eight years, during which he has developed customized comprehensive and modular financial plans.
Previous Experience in Financial Services
Before joining Synovus, Todd Bellocchio held several positions in the financial services industry. He worked as a Client Advisor in Private Wealth Management at SunTrust Bank from 2013 to 2016 for three years. Prior to that, he served as Vice President at State Bank & Trust Company from 2009 to 2012 for three years. He also worked as a Financial Consultant at AXA Advisors, LLC from 2012 to 2013 for one year. His diverse experience has contributed to his expertise in financial planning.
Education and Expertise
Todd Bellocchio earned a Bachelor of Arts (B.A.) degree from Rollins College, where he majored in Economics and minored in English, studying from 1993 to 1996. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2011, which underscores his commitment to maintaining high standards in financial planning. His educational background and professional certification equip him with the knowledge and skills necessary to provide effective financial advice.
Focus Areas in Financial Planning
Todd Bellocchio specializes in various aspects of financial planning, including wealth planning and preservation strategies, retirement planning, cash flow forecasting, asset allocation, education planning, risk management, business continuity, and estate planning. His comprehensive approach enables him to address the diverse needs of his clients, ensuring that their financial goals are met through tailored strategies.