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Todd A. Bragg
Todd A. Bragg
Todd has over 17 years of experience working in the financial planning industry. In 2004, he began his career at Capital Analysts of New England, Inc. (CANE) upon graduating with honors from Bentley University with a Bachelor of Science degree in Economics and Finance. He worked on the CANE trade desk gaining valuable experience in portfolio design and asset management while working alongside the firm’s partners. His most recent role, prior to rejoining Capital Analysts, was as the Executive Vice President at Marshall Wealth Management where his responsibilities focused on the financial planning needs of clients.
Todd completed his CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional in 2015. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. In addition to being a CFP®, Todd is FINRA Series 7 & Series 66 registered and has his Life and Accident & Health insurance licenses.
Todd works with individuals and business owners in helping them with planning needs and achieving their financial goals. His areas of specialization include asset management, retirement planning, lifetime income planning, insurance solutions, estate planning and business succession planning.
Outside of the office, you can find Todd and his family at the beach in Wellfleet. He enjoys cooking, wine, travel and practicing his Italian and French with friends and family.
Todd and his wife, Mary, reside in Norwell, MA with their two young daughters.