Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro

Todd M Feldman

CFP®, CExP™

Rockville, Maryland

Professional Profile

Call Me When

Call Me When... You come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.

Contact Method

Profession

  • Consultant
  • Wealth Manager
  • Professional Certifications

    CFPu00ae, CExPu2122

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Employee engagement/ retention
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Contact me

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Client Results

    Contact me

    Membership

    DC Metro

    Member Since

    Member for 9 Years

    Sponsorship Type

    Chapter Leadership Role

    Programming Committee

    Why I'm a Member of XPX