Todd Bass JD | AEP | CM&AA | CFMVA | CEPA | AExP

Todd Bass — Advanced Case Specialist

Todd began his career in the financial services industry in 2013 where he worked with Goldman Sachs on the equities desk and later moved to the JPMorgan Foreign Exchange desk. He received his law degree in 2012 from Touro Law and decided to open his own law practice in 2014. After being introduced to the Advanced Markets & Business Planning space in the financial services industry, Todd had made a conscious decision to continue serving as an agent to his clients, only in a financial capacity rather than as their lawyer.

Todd spent 18 months with Guardian Life Insurance. During that time he earned the company’s highest award in the country as Guardian's New Agent of The Year. Todd was also was named to Guardians Executive Leaders Counsel as a top producer finishing in the top 8% of all producers nationwide.

Having earned his Juris Doctor and being an attorney, his approach to financial strategies is unique. He gains a great deal of gratification from helping people become financially organized and educating his clients on how to maximize the dollars flowing in and out of their financial worlds.

As an Advanced Case Specialist, and member of the Business Planning Division, Todd works closely with (U)HNW individuals, Family Offices, Privately Owned Entities as well as their owners, along side their team of trusted professionals to examine a wide scope of Financial Strategies that address Tax & Estate Strategies, M&A Structures, Asset Protection, Legacy Planning for Estates, Succession & Exit Strategies for privately owned entities, as well as Tax Strategies in an evolving environment where Estate, Corporate & Tax laws are constantly changing. Todd works with specialists and experts both within and outside of CWP to ensure that each of these plans is executed with the highest degree of precision.

Todd is insurance licensed in New York.