About
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Learn About Me
Todd Barton
CERTIFIED FINANCIAL PLANNER™
Managing Director - Investments
Phone: 209.342.1532
Email: Todd.Barton@wellsfargoadvisors.com
Focus
For almost three decades, Todd has used his lifelong passion for finance to make a difference in the lives of his clients. He specializes in cultivating solid, long-term relationships with high-net-worth individuals and their families. Todd understands that wealth brings challenges and responsibilities. He helps clients plan for their financial goals while balancing other components such as risk tolerance, tax-efficiency, and multi-generational planning to name a few.
Todd’s wealth management approach integrates your objectives into a customized plan that is updated as life changes occur. This plan-based approach helps ensure you are on track with clearly defined goals and active monitoring of your ongoing progress.
As an added service, Todd positions himself as the hub of his client’s financial life; serving as the centralized connection point for all other professional advisors, such as CPAs or Attorneys.
Coordinating efforts from all parties to ensure your comprehensive financial situation is addressed.
Background and experience
Todd began his career with Salomon Smith Barney in 1998 as Financial Advisor. During this time he cultivated his approach to helping clients prepare for critical financial events by developing a comprehensive investment plan.
In an effort to better serve his clients, Todd joined Wells Fargo Advisors in 2016 as a Senior Financial Advisor.
He graduated from California State University at Stanislaus with a Bachelor’s Degree in Economics, and completed the CERTIFIED FINANCIAL PLANNER™ requirements in 2007.
Todd is a current member of Modesto Rotary.
Todd is a former board member for The ASTRO Foundation.
Todd is a past President for the CSUS Alumni Board of Directors.
He also is a graduate of the 2005-2006 class of Leadership Modesto.
Away from the office
Born and raised in Modesto, Todd lives in Riverbank with his wife Kory. They are avid animal lovers and rescue advocates. They currently have two dogs, a Bernese Mountain dog, Yeti and an English Mastiff, Gus.
Todd and Kory enjoy golfing, hiking, live music and travel. They are also very involved with their family and the numerous school and sports activities involving their three nephews.
For almost three decades, Todd has used his lifelong passion for finance to make a difference in the lives of his clients. He specializes in cultivating solid, long-term relationships with high-net-worth individuals and their families. Todd understands that wealth brings challenges and responsibilities. He helps clients plan for their financial goals while balancing other components such as risk tolerance, tax-efficiency, and multi-generational planning to name a few.
Todd’s wealth management approach integrates your objectives into a customized plan that is updated as life changes occur. This plan-based approach helps ensure you are on track with clearly defined goals and active monitoring of your ongoing progress.
As an added service, Todd positions himself as the hub of his client’s financial life; serving as the centralized connection point for all other professional advisors, such as CPAs or Attorneys.
Coordinating efforts from all parties to ensure your comprehensive financial situation is addressed.
Background and experience
Todd began his career with Salomon Smith Barney in 1998 as Financial Advisor. During this time he cultivated his approach to helping clients prepare for critical financial events by developing a comprehensive investment plan.
In an effort to better serve his clients, Todd joined Wells Fargo Advisors in 2016 as a Senior Financial Advisor.
He graduated from California State University at Stanislaus with a Bachelor’s Degree in Economics, and completed the CERTIFIED FINANCIAL PLANNER™ requirements in 2007.
Todd is a current member of Modesto Rotary.
Todd is a former board member for The ASTRO Foundation.
Todd is a past President for the CSUS Alumni Board of Directors.
He also is a graduate of the 2005-2006 class of Leadership Modesto.
Away from the office
Born and raised in Modesto, Todd lives in Riverbank with his wife Kory. They are avid animal lovers and rescue advocates. They currently have two dogs, a Bernese Mountain dog, Yeti and an English Mastiff, Gus.
Todd and Kory enjoy golfing, hiking, live music and travel. They are also very involved with their family and the numerous school and sports activities involving their three nephews.