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Todd W
CFP®, Series 63
San Diego, CA
Encompass Financial Services
Todd Wiersum is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Encompass Financial Services. His prior roles include positions at IDA Wealth and Cetera Investment Advisers, among others. In addition to financial advising, he is involved with Solstice Tax Solutions Inc., a CPA firm specializing in tax preparation and accounting. Encompass Financial Services provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm emphasizes risk management in its investment approach and offers customized portfolio management alongside support for retirement plan sponsors and participants.
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