Meet Todd Doleshal, CFP®, ChFC®, CLU®,CEPA®, AIF®
Todd founded Elevated Retirement Solutions in 2023 to support like-minded, ambitious entrepreneurs in the Carmel and Bay Area, CA communities. Todd also travels to the Boulder and greater Denver area in Colorado regularly to serve his clients and host fun social events. As a Financial Advisor, he understands that most small businesses struggle to find someone who understands the complexities of helping them and their employees retire.