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About Me
Todd O'Flanagan is a Behavioral Financial Advisor recognized for his innovative approach to personal finance, blending psychological insights with traditional financial planning. With over 20 years of experience, Todd helps his clients achieve their financial goals while maintaining mental and emotional well-being. He specializes in addressing the emotional and cognitive biases that affect financial decision-making, creating personalized plans that consider each client's unique behavioral tendencies.
Known for his empathetic, client-centered approach, Todd provides actionable, tailored advice that combines financial theory with practical strategies. Outside of his professional work, Todd values family time with his grandchildren and actively participates in his community, sharing his faith through fellowship, preaching, and teaching.
By integrating psychological research with personalized financial guidance, Todd O'Flanagan continues to work in the field of behavioral financial advising, helping clients view their financial journeys with renewed confidence and clarity.
Licenses
- Series 26, 6, 63, 65, 7
Your First Quarter Check-In, Are You On Track?
Three months into the year is the perfect time to pause and take an honest look at your financial goals. What have you followed through on, and what still needs attention?
I encourage you to focus on what you can control, your effort, your consistency, and your willingness to adjust. Small course corrections now can make a big difference by year-end.
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