Todd G. Civiello has represented the Retirement Planning Industry with the highest level of professionalism with over 20 years of experience. Throughout his time in the business, Todd has shown his ability to use multiple professional skills to clientele an unparalleled level of service and support in their planning endeavors. Todd uses his in-depth studies and accomplishments to create opportunities and options along with proven strategies to meet financial objectives and satisfy client needs with speed and accuracy.
Mr. Civiello educates over 2,000 students and prospective clients annually. He generally focuses his time providing specific trainings and seminars to those seeking information and assistance in the retirement planning, financial, insurance, and government benefits areas of the industry. Working with Attorneys, CPAs, Insurance Agents and Investment Advisors among others, Todd utilizes professional relationships and coordination of strategies to ensure a proper education and plan. Making sure to stay ahead of the curve, he also participates annually in over 100 hours of continuing education training, compliance and suitability training, and industry specific updates. Educating people is his number one priority as “Great education leads to understanding, Understanding leads to planning, Planning yields options”!
Todd works with Affinity Advisory Network, LLC to bring new and innovative possibilities to his current client base while facilitating new relationships through a multi-disciplinary approach to service and planning. The addition of the highly skilled and recognized staff and partners at Affinity bring Todd and his business to the next level of Financial Service Providers.
Graduating from the University of Toledo, earning Bachelor’s Degrees in Entrepreneurship and Professional Sales with minors in Marketing and Management. He holds various licenses and appointments in a number of related fields. These licenses include his Life and Health Insurance License, Property Insurance License, as well as an Ohio Real Estate License. Todd also has extensive training and education with respect to Retirement Planning, Social Security, Medicare, Long Term Care Needs and Insurance solutions, and in-depth Ethics and Suitability Training and Senior Market Planning. Along with these licenses and certifications, Todd is also licensed in a number of other states around the country.
