Todd Petersen

My name is Todd Petersen, and I am an Investment Advisor with SmartPro Financial. I grew up in Buffalo, NY and have spent the last 17 years in Charlotte, NC. I have a beautiful wife and 4 amazing kids!! For well over a decade, I have lived and breathed Dave Ramsey’s principles.

As a financial coach that follows Dave’s core principles, I strive to make your financial journey as simplified as possible. Today, it’s easy for the financial industry to make things over-complicated; you hang up the phone to have no idea what the entire conversation was about. As your financial coach, I will listen to you every step of the way and explain every detail as we bring you one step closer to your financial goals.

Schedule your appointment today and let’s begin this journey together!