Todd Wellnitz, CLTC
Our mission is to conserve, protect and enhance the quality of life of our clients.
We achieve this by utilizing innovative solutions that can provide safety and security to guard our client's family and their futures. As an independent insurance agency, we have access to over 60+ companies to provide specialized insurance and financial consulting.
For over a dozen years our president, Todd Wellnitz, has listened to the needs of his clientele by designing and implementing strategic financial solutions that are customized to each individual and business owner that he partners with.
Whether you are a recent Retiree, Domestic Engineer or a seasoned CEO, we understand the importance of clear communication so you can make an informed decision for your family and their future.
If you want to take a deep dive into our solutions and “know how the watch works,” we are happy to oblige. However, we keep our solutions simple if you merely what a high-level view of our plan and just know “what time it is.”
We have also developed strategic alliances with specialized accounting professionals that provide long-term tax planning advice that 99% of their professional colleagues are unaware of.
ABOUT OUR PRESIDENT
Todd was born in Eugene, Oregon and raised on the North Shore of Oahu, HI. After playing football and baseball at Linfield College in Oregon, he completed his B.A. in Marketing from the University of Hawaii-Manoa.
Since 2004, Todd has specialized in assisting seniors and has been recognized nationally and internationally for his continued commitment to helping his clients achieve their goals. Todd currently resides in Alameda, CA with his two daughters.
Todd increased his level of commitment as a community volunteer by becoming the 2016-17 Rotary Club of Alameda President in July 2016. Todd led his dedicated club members in fundraising over $86,000 that provided college scholarships to high school students in Alameda as well as provide vital community grants to Alameda non-profit organizations.
Volunteer organizations and affiliations Todd's associated with:
Certified Long-Term Care Specialist (CLTC)
Rotary Club of Alameda - Past President (2016-17)
Alameda Boys & Girls Club - Board Member
Alameda Elks Lodge BPOE #1015 - Member
University of Hawaii - San Francisco Bay Area Alumni Association Member
ProVisors Member - San Francisco 6 and Palo Alto 2
CA License #0E64520