For the past sixteen years, Todd Zaborski has dedicated himself to providing exceptional service to his clients. By focusing on each client’s financial concerns and specific needs, he develops a sound investment strategy and comprehensive plan for each individual. Through his experiences with major shifts in the market, Todd is committed to helping his clients meet their financial objectives by providing the personalized investment planning services his clients deserve.
Todd began his career as a Financial Advisor in 2008 at Wachovia Securities, a predecessor firm of Wells Fargo Advisors, where he developed his fundamental investment knowledge. Todd takes a comprehensive approach in providing financial advice for individuals and families.
After earning the Chartered Retirement Planning Counselor℠ designation to better serve his clients, he continued on and earned the CERTIFIED FINANCIAL PLANNER® practitioner certification from the Certified Financial Planner Board. To earn this certification, he completed an approved educational program, passed a rigorous examination and met stringent experience requirements. Todd also holds a Bachelor’s Degree in Finance from the University of West Florida.
His passion for learning doesn’t end there. For six years, he served on the investment committee for the University of West Florida Foundation Board, where he provided valuable insight and guidance for the assets within the Foundation. He also served as the Treasurer for the Tau Kappa Epsilon Alumni Association, Tau Psi Chapter at the University of West Florida. In this role, he helped manage the finances for the Alumni Association.
Away from work, he likes to stay active both mentally and physically. He enjoys cooking, tennis, golf and travelling with his family. He lives in Panama City Beach with his wife, Kali, and their two children, Loston and Annabelle.