Todd Claypool
VP of Advanced Markets at Self-employed | Spokane, Washington, United States
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Todd Claypool, as the VP of Advanced Markets for Retirement Nationwide, brings over three decades of experience in the financial services industry, specializing in the intricate needs of high net worth families, businesses, and institutions. His extensive expertise is underscored by his prestigious designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), which equip him with a profound understanding of life, disability, and long-term care insurance. In his current role, Todd is dedicated to developing and implementing customized financial portfolios that address the unique challenges and goals of his clients, ensuring they are well-prepared for retirement and beyond.
Throughout his career, Todd has successfully managed a diverse array of key projects, including comprehensive retirement planning strategies that integrate asset allocation, mutual funds, and risk management. His leadership development skills shine as he collaborates with teams to enhance client service and operational efficiency. Todd’s approach to financial planning is holistic, focusing not only on immediate needs but also on long-term sustainability and growth. He is adept at navigating the complexities of business planning, ensuring that his clients’ financial legacies are preserved and enhanced over generations.
In an ever-evolving financial landscape, Todd remains committed to continuous professional development, participating in industry seminars and workshops to stay abreast of emerging trends and regulatory changes. His passion for empowering clients through education and personalized service has established him as a trusted advisor in the field. As he continues to innovate and adapt his strategies, Todd Claypool exemplifies the qualities of a forward-thinking leader in advanced markets, dedicated to delivering exceptional value to his clientele.
VP of Advanced Markets at Self-employed in January 2020 to Present
Financial Advisor, Senior Financial Representative, Principal Security Registered Representative at Principal Financial Group in September 2017 to October 2022
Financial Advisor at MassMutual Financial Group in January 2008 to January 2017
Sales Development Manager at New York Life Insurance Co. in January 2001 to January 2008
Assistant Branch Manager at Securities America in January 1997 to January 2001
Agent at Lutheran Brotherhood in January 1992 to January 1997
Registered Representative at Financial Network in January 1987 to January 1991
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Leadership Development
Financial Planning
Insurance
Estate Planning
Business Planning
Retirement Planning
Mutual Funds
Long Term Care Insurance
Disability Insurance
Life Insurance
Asset Allocation
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Discover more about Self-employedWhat is Todd Claypool email address?
Email Todd Claypool at [email protected]. This email is the most updated Todd Claypool email found in 2026.
What is Todd Claypool phone number?
Todd Claypool phone number is +15096247832.
How to contact Todd Claypool?
To contact Todd Claypool send an email to [email protected]. If you want to call Todd Claypool try calling on +15096247832.
What company does Todd Claypool work for?
Todd Claypool works for Self-employed
What is Todd Claypool's role at Self-employed?
Todd Claypool is VP of Advanced Markets
What industry does Todd Claypool work in?
Todd Claypool works in the Financial Services industry.
Todd Claypool Email Addresses
Todd Claypool Phone Numbers
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