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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
Finish the Year Strong, Prepare for What’s Next
As we wrap up the third quarter, it’s the perfect moment to pause and reflect. How are you doing on the goals you set at the start of the year? Now is the time to celebrate what’s working, learn from the challenges, and set your sights on an even stronger finish.
Let’s connect to review your progress, talk through the wins and setbacks, and start shaping a clear strategy for the year ahead. Together, we can make sure you not only close this year on a high note but also step confidently into the opportunities that next year holds.
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