Todd Rouleau

CFA, CFP®

From my very first experience in the world of investments, I was captivated. My initial desire was to acquire as much knowledge as possible about how markets functioned, and wealth was built. What I found was that the most challenging complexities exist within each of us, our unique situations, and the financial decisions we face throughout our lives.

There’s little more rewarding than designing a plan and finding the solutions along the way to make it successful. I came to Thomas Doll to do planning the right way, with a vast network of knowledge and a fiduciary standard of care.

Phone: (925) 280-5738

Todd joined our firm in 2016, to provide financial planning and assist with our wealth management services.

Todd earned his bachelor’s degree in Business Administration with a Concentration in Finance from the University of Washington. He worked for 14 years in the brokerage industry, where he learned the ins and outs of securities trading.

In 2012, Todd became a CFA charter holder. In 2018 he earned the CFP designation and is currently a Registered Investment Advisor.

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