Our Firm's Qualifications

Todd Davidson, J.D., P.F.P., is the owner of Davidson Financial Planning.

Todd Davidson has 35 years of financial services experience, as an attorney, tax/operations director for a subsidiary of a Fortune 500 company, and as owner of Davidson Financial Planning.  He founded his firm based on the philosophy that educating his clients empowers them to make better informed decisions.

Davidson Financial Planning emphasizes comprehensive financial planning concepts (utilizing independent third party investment managers when appropriate), retirement planning, and estate planning.  His background as an attorney, financial planner and teacher enables him to more fully understand his clients’ objectives and their specific goals.

He is a Registered Securities Representative with Royal Alliance Associates, Inc. and has a California Life Insurance License.  He is a member of several financial industry advisory boards.

Mr. Davidson holds a Bachelor of Science Degree in Business Administration from California State University, Northridge, and a Juris Doctor from Southwestern University School of Law, Los Angeles.  He has been a member of the California Bar since 1977, changing to an inactive status in 2009.

He received the Personal Financial Planning (PFP) designation from UCLA, and has been teaching in the program since 1995.  He currently teaches its foundation course, "Survey of Personal Financial Planning."  He has also moderated a course entitled "Developing Your Own Financial Plan” at UCLA, and has developed and taught numerous other seminars.  In addition, Mr. Davidson assisted in the implementation of the Personal Financial Planning Program at UC Santa Barbara.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck