About Todd A. Schneider, MBA

ToddSWM

In 2002, combining his passion for helping others with his knowledge in financial planning, Todd opened Schneider Wealth Management, LLC.

Todd specializes in building custom tailored retirement plans while providing asset protection from market volatility, minimizing tax liability and maximizing multi-generational wealth transfer for clients.

Todd's holistic approach to upholding a "gain and retain" philosophy has enabled Todd to help protect and preserve the retirement assets of hundreds of clients throughout the United States.

Upon completion of his Todd’s undergraduate degree at Texas A&M he was Fast-tracked through management at Zale Corporation. He obtained his MBA in Finance in 2002 from the University of Texas at Arlington, with distinguished honors. Todd was also selected as a Master Elite Advisor with Ed Slott and Company. The Ed Slott Master Elite Advisor designation is exclusive to a group of of 278 financial advisors out of over 300,000 advisors nationally. These advisors are dedicated to be leaders in the IRA industry.

Todd believes it is not enough to merely place your wealth in sound investments and then move on. Todd is constantly involved with his clients and monitors their portfolios & investments continually.

Todd grew up in Omaha, Nebraska & Fort Worth, Texas.  He currently resides in Southlake, Texas with his wife of 16 years and two wonderful daughters.

Learn more about Todd's investment philosophy by subscribing to his weekly articles on topics critical to your financial future.

Want to connect with Todd directly? Join him on LinkedIn and get access to all his company and industry updates.

 

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