Todd Flynn
CPA, CFP®
EP Wealth Advisors
Senior Vice President / Partner
Todd Flynn
CPA, CFP®
EP Wealth Advisors
Senior Vice President / Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Flynn, CPA, CFP®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Todd Flynn is a Kirkland, WA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Flynn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Todd Flynn's passion for his work is obvious. He believes EP Wealth’s success is rooted in the solid planning relationships they’ve cultivated with their clients. Helping people meet their goals is something Todd gets excited about, which is why he helped start Soundmark Wealth Management before joining forces with EP Wealth. Being there for clients is why he continues to feel challenged and energized by his job. And the feeling is mutual. By all accounts, Todd is known for his calm, fair perspective and sound leadership. When he’s not in the office, he likes to travel with his family, golf, hike, and enjoy a good book.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Todd Flynn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Todd Flynn is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
EP Wealth - Awards and Recognition
-
Free Resources From EP Wealth Advisors
-
Todd Flynn is Mentioned in the Puget Sound Business Journal: "EP Wealth expands reach in Washington state with deal for Kirkland team"
-
Todd Flynn is Quoted on FinancialAdvisorIQ: "EP Wealth Adds Two Wealth Mgmt Practices with $828M"
-
Todd Flynn Conducts a Webinar in Conjunction with the Foundation for Edmonds School District: "How to Maximize Your Tax Savings with Charitable Giving Strategies"
-
Todd Flynn is Quoted in US News and World Report: "How to Protect and Grow College Investments"
-
Todd Flynn is Featured in the Kirkland Reporter For His Receipt of the Five Star Wealth Management Award
Contact Todd Flynn
Office Locations:
-
New Address Coming Soon
Kirkland, WA 98033
