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Todd Gurvis

Trilogy Financial Services
Financial Planning

Contact Information:

21700 Oxnard Street, Suite 1460
Woodland Hills, CA 91367
United States

Years in Business:

 

20

Clients I'm Seeking:

 

Practice focuses on early retirement strategies for mid-level executives and business owners, generational wealth transference, special needs planning, senior planning, retirees/pre-retirees, charitable giving & philanthropy, non-profit executives & educators, and tailored planning for same-sex couples.

About My Business:

 

Born and raised on Long Island, Todd Gurvis was raised to believe that doing well and doing good are not separate ideas but are, in fact, inseparable. This belief has always guided his professional and personal actions and it is evident in his strong dedication to community, charity and family. As Vice President of Investments, he provides his clients with sound strategies for wealth accumulation and distribution, charitable planning, asset protection, and income generation. An alumnus of Binghamton University (State University of New York), Todd spent almost sixteen years in non-profit management, events planning and fundraising before making the move to financial services in late 1994. Today, he continues to serve on the boards of several local and national agencies. Todd's practice focuses on early retirement strategies for mid-level executives and business owners, generational wealth transference, special needs planning, philanthropy, and tailored planning for same-sex couples. His extensive background in fundraising and nonprofit management provides him with a unique perspective on charitable planning, gift structuring, portfolio design, and financial strategies for charitable agencies, their donors and their employees. As a senior executive who successfully maneuvered through a mid-life career change, Todd has a clear understanding of the strategies and steps necessary to help effect a financially secure career transition or early retirement. And as the father of a special needs child, Todd has developed an expertise in planning for the unique needs of the families of special needs children. Todd both advises and sits on the boards of several charities, and was a two-time recipient of the West Hollywood Creative Business Award. A Rotarian for over two decades, Todd is particularly passionate about his volunteer work with high school and college students as Rotary District 5280 Interact Advisor and a RYLA Counselor. He is the proud father of three amazingly talented children.

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