Amy L. Todd
Wealth Management
CA Insurance Lic #OF53403
Phone: (858) 485-0404 Ext. 117
Since moving to San Diego from Sacramento in 2003, Amy Todd has not looked back. Upon graduation from San Diego State University obtaining Bachelor of Science degree in Economics, she wasted no time in landing a coveted position at Ken Stern & Associates, San Diego’s Premier Family Wealth Adviser and Investment Manager. Amy, recently promoted to Regional Adviser, has quickly moved up the ranks and is very active within the community. She is an Ambassador for the San Diego Coastal Chamber of Commerce, a dedicated member to the San Diego Regional Chamber of Commerce.
Amy discovered her passion for Wealth Management early in her career and it has allowed her to bring in fresh ideas for active money management. She has been noted for the significant amount of detail, knowledge, and diligence she puts into her work.
Ms. Todd holds Series 6, 7, 63 and 66 securities licenses through First Allied Securities, as well as California Life and Health Insurance certifications.
