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    Todd Cesca

    Partner, Charter Oak Capital Management

    Todd Cesca is a Senior Financial Advisor and Partner at Charter Oak Capital Management, a wealth management firm based in New England.13 He joined Charter Oak in 2002 after beginning his wealth management career at Morgan Stanley & Company.3 With over 20 years of experience in the financial services industry, Todd specializes in portfolio management for both businesses and individuals, and provides financial planning services.2

    Todd is committed to helping clients achieve their financial goals and believes in understanding each client's unique path.3 He is a member of the firm's Professional Development Committee and chairs its Behavioral Finance Subcommittee.3

    In addition to his professional work, Todd is actively involved in community service. He serves as Vice Chair of the Board of the United Way of Southern Maine and was recognized with the Elise Kittredge Award for his long-standing volunteer work with the organization.4 Todd is also involved with the Kennebunk Lacrosse Club and volunteers as a boys' varsity lacrosse coach at Kennebunk High School.3

    Todd holds several professional certifications, including Series 6, Securities Industry Essentials (SIE), Series 31, and Series 7.2 He is registered as a financial advisor in Maine, New Hampshire, and Texas.2

    Highlights

    Nov 20 · une.edu
    UNE announces two new appointments to Board of Trustees
    UNE announces two new appointments to Board of Trustees
    Jun 14 · uwsme.org
    Todd Cesca and Bill Fletcher - United Way of Southern Maine
    Jan 1 · charteroakcm.com
    Advisors - Charter Oak Capital Management
    Advisors - Charter Oak Capital Management
    Todd Michael Cesca - Financial Advisor | Invested Better

    Related Questions

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    Todd Cesca
    Todd Cesca, photo 1
    Todd Cesca, photo 2
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    Location

    Kennebunk, Maine