Sean G. Todd, Esq. is iMBA’s Chief Compliance Officer and Director of Financial Planning Education. He earned a law degree from Ohio Northern College of Law, and Master of Taxation degree from the University of Akron. He holds multiple licenses from the National Association of Securities Dealers (NASD). He is a past board member of the International Association for Financial Planning and adjunct professor at Oglethorpe University, in Atlanta, where he taught both estate and federal income tax planning. He is also a member of the American Bar Association (ABA), American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA). He has published numerous manuscripts and textbook chapters for accountants, financial professionals and the Bar. Mr. Todd often serves as team leader in finding solutions to the most complex wealth management or preservation needs of clients, other advisors, corporate trust funds or medical institutions.

back