Todd Yawit, AIF®, CPFA®
Employer-Sponsored Retirement Plan Advisor
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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.