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    Todd Robison

    President and Founder of Cedar Point Financial Services LLC

    Todd Robison is the President and Founder of Cedar Point Financial Services LLC, a financial services company based in Westport, Connecticut.12 He has over 26 years of experience in life insurance planning, specializing in wealth transfer, asset protection, executive benefits, and tax control strategies.4

    Robison graduated from the University of Pennsylvania's Wharton School with a BS in Economics in 1988.13 He has been practicing in the financial industry since November 1992 and holds the Chartered Life Underwriter (CLU) designation.3

    In addition to his role at Cedar Point Financial Services, Robison is also the owner of SalesSupport360, a position he has held since January 2009.1 His company, Cedar Point Financial Services LLC, focuses on preserving and leveraging clients' businesses and wealth, providing guidance for financial decision-making, and offering solutions for complex financial issues.34

    Robison and his team at Cedar Point Financial Services LLC specialize in:

    1. Concierge insurance for individuals and family offices
    2. Business insurance for business owners
    3. Partnerships with advisors and insurance professionals4

    As a high-end life, disability, and long-term care insurance broker, Robison works with clients to address their financial needs, whether personal, family-related, or business-oriented.5 His approach involves identifying clients' priorities and tailoring solutions to their specific financial situations.4

    Highlights

    Dec 7 · thenadp.com
    Todd Robison

    Related Questions

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    Todd Robison
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    Location

    New York City Metropolitan Area