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Todd O'Flanagan is a Behavioral Financial Advisor in Cumberland WI

Email Address

Email

Office Number

(715) 296-7293

Mobile Number

(715) 245-2020

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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.

"Looking at your finances from a new perspective." -Todd O'Flanagan
 

Licenses

  • Series 26, 6, 63, 65, 7

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