About Lenhoff Financial Group
Building lifelong relationships rooted in performance and trust
Lenhoff Financial Group’s mission has been helping retirees preserve wealth and create more secure, reliable income for over 30 years.
Tod Lenhoff is the founder and President of Lenhoff Financial Group, Inc., a full service investment, insurance and tax practice, serving clients throughout Los Angeles and San Diego County since 1982.
Tod has over 30 years of professional experience providing financial advice to retired individuals. Tod has dedicated his entire professional career to this field and is passionate about helping clients meet their financial goals.
Tod holds a Bachelor of Science degree in Business Administration with an option in Accounting Theory and Practice from California State University at Northridge. Tod has expertise in many financial arenas. Tod is a CPA and has passed Series 6, 7, 63 and 66 exams. Tod is an Investment Adviser Representative and Insurance Licensed (Lenhoff Senior Planning, Inc. California Life License #0D86642). As both an Investment Adviser Representative and CPA, Tod combines tax and investment advice into a single practice.
Tod Lenhoff has built his financial strategy by simply creating a satisfying client experience. He genuinely cares about his clients and the well-being of their finances, and helps create the best fit for them by customizing the financial planning process to help work toward the client’s individual needs and desires.
To schedule a time to discuss your financial future contact us at firstname.lastname@example.org or call us at (760) 509-4000 today!