Todd V. Smithpeter

Senior Financial Advisor, Director of Retirement Plan Consulting

Phone: 503-224-6868
Fax: 503-224-6887
E-mail:

B.S. in Finance, Minor Economics, Oregon State University, 1992

Registered Representative, Series 7, 65 & 63

 

Todd provides customized investment advisory services and consultation to Plan Sponsors and individuals. His expertise and knowledge were developed through more than 17 years of experience in the investment advisory, retirement plan and trust operations industries. Prior to his current position as Director of Retirement Plan Consulting with Cedar Mountain Advisors, Todd was a Senior Investment Advisor with Standard Investment Advisors as a result of the acquisition of MasterPlan Advisors where he served as Director of Investment Advisory Services. Todd was a Vice President and Client Relationship Manager for the SelectBenefit Division of Union Bank of California prior to joining MasterPlan Advisors in 2006. His past work experience includes Director of Operations for Copper Mountain Trust’s record-keeping department in Portland, Oregon, where he developed and implemented the daily valuation system. Todd is a registered representative and holds Series 7, 65 and 63 licenses. He graduated from Oregon State University with a Bachelor of Science degree in Finance and Minor in Economics.