Todd I. Youngdahl
Todd I. Youngdahl, CFP®, is a managing partner at Washington Wealth Advisors with over 19 years of experience in the financial services industry. As a managing partner, Todd is responsible for business development and leads the firm’s research initiatives, bringing the highest caliber of independent research to client portfolios.
Todd specializes in providing holistic financial planning and strategic investment management to his clients, aligning their investment portfolios with their financial goals to include planning for retirement, education, and protecting clients and assets from unforeseen life events. Todd’s passion lies in working closely with clients to build long-term relationships and walking with his clients through the various stages of their lives. Many of Todd’s clients have been working with him for over 15 years.
Most of Todd’s clients are high earners who want help juggling the competing demands of planning for retirement, saving for college, paying high mortgages, and addressing disability, life, and long-term care insurance needs. Todd understands the challenges they face in balancing important present-day financial demands while also planning for the future. He also works closely with small business owners and assists them in keeping their business plans separate from their personal financial plan.
Todd has worked in the financial industry since 1999 and spent 13 years as an independent financial advisor at Ameriprise Financial before leaving the firm to join Washington Wealth Advisors as a Managing Partner. It was during this time that Todd earned his Certified Financial Planner (CFP®) professional designation.
In addition to his work at Washington Wealth Advisors, Todd is a member of the Financial Planning Association. He is also committed to helping raise funds for two charities close to his heart, Curesearch for Children’s Cancer and the American Diabetes Association.
Todd graduated from West Virginia University with a Bachelor of Science in Business Administration with a concentration in finance and a minor in communications.
Todd and his wife, Lorin, live in Arlington, Virginia, with their four children. His free time is spent traveling with family, spending time outdoors, and participating in sports, such as tennis and swimming. He loves watching his kids play in their various sports activities and events. You can find him attending Washington Nationals games in the summer and cheering on the West Virginia football and basketball teams.