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portrait of Todd Goldsworthy
FINANCIAL ADVISOR

Todd Goldsworthy

WMCP®, CRPS™
171 North Marengo Avenue, Pasadena, CA 91101opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Todd

Transitioning from a 20-year career in the coffee industry, including roles at Starbucks and Klatch Coffee where I earned accolades such as a two-time US Brewers Cup Champion, I embarked on a new journey as a financial advisor. With a passion for helping others make the most of their hard-earned money, I partner with clients to organize finances and achieve diverse goals, from retirement planning to estate considerations, from college savings to inner-generational wealth strategies, from emergency fund to charitable giving – I work with high-net-worth individuals on all their financial needs. I work side by side with you, my...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Divorce Finances

Work History

  • Edward JonesNovember 2022 to Current
  • Goldsworthy Financial Svcs LLCApril 2022 to November 2022

Certifications

  • WMCP®

    Wealth Management Certified Professional®

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of PhoenixMaster of Business Admin

Personal Interests

  • Baseball
  • Camping
  • Community Outreach
  • Spending Time with Family
  • Traveling

Team Members

  • Shayda Scott
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(626) 744-2740

Fax

(888) 288-3250

Office Address

171 North Marengo Avenue
Pasadena, CA 91101opens in a new window

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