Todd J. Lerner, BFA™ Financial Advisor – Todd joined the LBW team in September 2017. He began his financial planning career in 2003 at an independent financial advisory firm in Thousand Oaks. While there, he was a Portfolio Manager overseeing the investment of the firm’s $100,000,000 of assets under management. At that time he also taught adult education classes on retirement planning at Ventura College. From 2011 to 2017, Todd operated a sole practitioner financial planning practice through Morgan Stanley, offering long term retirement and estate planning alongside custom portfolio management. While there, he was named to the Pacesetter's Club for rapidly growing his practice. As a result, he was flown around the country to speak to Morgan Stanley’s new recruits on how to successfully build a practice from the ground up. Todd takes a proactive approach in managing client assets and long term plans, and always makes himself available to his clients. CA Insurance Lic. # 0F56252 Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.
