Todd Bass, JD
Advanced Case Specialist
Todd began his career in financial services in 2013 where he worked with Goldman Sachs on the equities desk, and later moved to the JPMorgan Foreign Exchange desk. He received his law degree in 2012from Touro Law and decided to open his own law practice in 2014. After speaking with a member of the Business Planning Division about an idea to merge his experience in Finance and law together, Todd found his way to NFN.
Todd has the ability and is able to look at the goals and objectives of both businesses as well as individuals from a different lens. Having earned his Juris Doctor and being an attorney, his approach to finance and planning is unique. He gains a great deal of gratification from helping people become financially organized and educating his clients on how to maximize the dollars flowing in and out of their financial world work together.
As an Advanced Case Specialist, and team member of the Business Planning Division, Todd works closely with owners of businesses to assess the health and financial viability of their business. Many business owners have an idea as to what the intrinsic value of their business should be. However, in reality they are unaware of what the actual value of the business would be if something were to happen, or what that value would be when it comes time to sell the business. Helping business owners understand the value of their business, discussing and designing tax advantaged strategies for owners and executives, and making sure legal documents are proper to achieve desired goals is part of how successful business plans are executed. Todd works with specialists and experts both within and outside of NFN.
In his spare time Todd is an avid golfer and enjoys fishing, camping, MMA, and reading. No matter what the event he always enjoys spending time with his family.
Financial Representative of Guardian, CA insurance license #4108747, not practicing law for Guardian or its subsidiaries or affiliates.