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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
Defining Your Financial Purpose
You don’t need to be rich to build a meaningful, stable financial life — but you do need direction. Understanding your financial purpose helps bring clarity to the choices you make and the goals you set.
Looking back on last year and ahead to this one creates an opportunity to measure progress, reset priorities, and move forward with intention. And you don’t have to navigate that journey alone, guidance and perspective can make all the difference.
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