Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State

Todd Robison

President and Founder

Westport, Connecticut

Professional Profile

Call Me When

Call Me When... You or your clients are interested in creative ways to mitigate income and/or estate taxes.

Contact Method

todd.robison@cedarpointfinancial.com

Profession

  • Insurance
  • Professional Certifications

    Chartered Life Underwriter

    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

    Transition Planning Certification

    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
  • Client Results

    Membership

    Tri-State

    Member Since

    3 Year Member

    Sponsorship Type

    Gold

    Chapter Leadership Role

    Why I'm a Member of XPX

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