Did you know I’m on LinkedIn? I created my page as an extension of my mission to help others make confident financial decisions and feel educated and empowered about their financial situation. If that’s what you want to experience, here’s what you can expect to see from me on LinkedIn.
- Valuable resources I want to pass on to you
- Firm and team updates
- Information about upcoming Webinars
- Timely and relevant content to help you on your financial journey, such as articles about how much you need for retirement, how to save on taxes in retirement, how to maximize your Wells Fargo benefits package, and more.
When you follow me on LinkedIn, you’ll get to know our firm a bit better and see what we are up to. If you are looking for oversight and guidance in all areas of your finances and don’t want to carry that emotional burden alone, I invite you to take the next step and connect with me on LinkedIn.
Connect with me on LinkedIn.
Please don’t hesitate to schedule an introductory phone call using our online calendar or reach out to us at (704) 276-7325 or firstname.lastname@example.org.
Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company located in Charlotte, NC, serving people locally and across the country, that focuses on providing wealth management solutions to affluent individuals over age 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER™(CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions with their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.