Todd Yawit, AIF®, CPFA®

Employer-Sponsored Retirement Plan Advisor

Todd@PlanWithRFG.com
Phone: 513-653-7074
Fax: 513-624-3124
My Compliance Disclosures

What was your first job? 

Delivered daily newspapers after school, and on Sunday mornings at the age of 12.
 

Who inspires you?

My wife. She is my rock, and the soul of our family.
 

Favorite Travel Destination: 

Lake George, NY in the Adirondak Mountains.
 

Todd specializes in the design, implementation, and ongoing management of all types of employer-sponsored retirement plans. His plan management services are designed to help plan sponsors meet their fiduciary responsibilities set forth in the Employee Retirement Income Security Act of 1974 (ERISA).

Todd is part of the Cambridge Investment Research Retirement Plan Partners Group consisting of the top tier of retirement plan advisors at Cambridge. This provides him access to in-depth retirement plan education and focused group meetings with the members and industry experts. Only 3.5% of Cambridge advisors qualify to be part of this group.

Mr. Yawit has been in the financial services business since graduating from the University of Cincinnati with a BBA in Finance, in 1987. He has specialized in employer-sponsored retirement planning since 1994, and currently holds the FINRA Series 6, 7, and 63 securities registrations. As an Investment Advisor Representative (IAR), Todd holds an Accredited Investment Fiduciary® (AIF®) designation, as well as the Certified Plan Fiduciary Advisor® (CPFA®) designation.

In his spare time, Todd enjoys walking, hiking, bike riding with his wife, and spending time with their two daughters and sons-in-law. He also enjoys playing golf, listening to music, and cooking.

Check the background of this investment professional on FINRA’s BrokerCheck.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.