Todd Robison
Cedar Point Financial Services LLC
Westport, Connecticut
Contact
How to contact
todd.robison@cedarpointfinancial.com
Professional Profile
Call Me When
you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Professions
Insurance
Functional Expertise
Charitable giving
Compensation
Employee benefits
Employee engagement/ retention
Estate planning
Family business
Philanthropy
Retirement
Tax
Exit/Transition Planning
Business Focus
Executive Benefits, Business Succession, and Wealth Transfer
Professional Certification
Chartered Life Underwriter
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Tri-State Individual
Member since
Member for 7 years
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.