Todd Smithpeter
Todd Smithpeter
AIF®
Senior Financial Advisor, Director of Retirement Plan Consulting
Phone:
503-224-6868 ext.116
E-mail:
tsmithpeter@cmapdx.com Todd Smithpeter is a Senior Financial Advisor and Director of Retirement Plan Consulting of Cedar Mountain Advisors. Todd provides customized investment advisory services and consultation to Plan Sponsors and individuals. His expertise and knowledge were developed through more than 24 years of experience in the investment advisory, retirement plan and trust operations industries.
Prior to joining Cedar Mountain Todd was formally associated with Standard Investment Advisors where he served as a Senior Investment Advisor as a result of the acquisition of MasterPlan Advisors where he served as Director of Investment Advisory Services. Prior to this position, Todd served as Vice President and Client Relationship Manager for the SelectBenefit Division of Union Bank of California, as well as the Director of Operations for the Record Keeping Department of Copper Mountain Trust.
Todd is a graduate of Oregon State University with a Bachelor of Science in Finance, along with a Minor in Economics. Todd holds the Series 7, 63 and 65 Securities License designations and is a Registered Representative. Todd has earned the Accredited Investment Fiduciary® (AIF®) designation since 2012.
Todd and his wife, Kathy, have a son and daughter.
