“I know that every day I’m helping not only the business owners but I’m also helping their employees, and their employees’ beneficiaries, and I think the value of trying to help folks build a nice, solid nest for themselves for their retirement is really what gets me up in the morning.”
Todd Yawit never saw himself in the financial services industry, but he did know one thing: he wanted to help people. Todd began his career at a bank, before transitioning into a role in life insurance and investment business. He later ‘accidentally’ found himself in the independent space specializing in retirement planning. Now, Todd is an Accredit Investment Fiduciary® designee and the Director of Employee-Sponsored Retirement Plans at Saxon Financial Services. On top of being a guest speaker for many retirement plan industry groups, Todd is also a valued member of Cambridge’s Retirement Advisory Council – a group of financial professionals used as a sounding board and advisory board on retirement-related topics. Don’t miss this episode as Todd walks listeners through the twists and turns of his career, explains why he finds retirement planning fulfilling, and how he contributes to Cambridge’s Retirement Advisory Council.
In Episode 167: Finding Your Fulfillment, Todd joins Cambridge CEO Amy Webber to discuss:
His journey from life insurance to retirement planning
The resources and tools he utilizes to stay up-to-date on regulatory trends and changes
How he leverages Cambridge’s Retirement Advisory Council
How he found his niche
Tune in to this episode of Cambridge Stronger to hear more about Todd and his journey!
Todd Yawit is an Accredit Investment Fiduciary® designee and the Director of Employee-Sponsored Retirement Plans at Saxon Financial Services. He specializes in the design, implementation, and ongoing management of all types of qualiﬁed and non-qualiﬁed plans. Todd’s plan management services are designed to help the plan sponsors meet their ﬁduciary responsibilities set forth in the Employee Retirement Income Security Act of 1974 (ERISA). He’s been in the ﬁnancial services business since graduating from the University of Cincinnati with a BBA in Finance in 1987. Todd has specialized in employer-sponsored retirement planning since 1994.
Todd is part of the Cambridge Investment Research Retirement Plan Partners Group. This provides him access to in-depth retirement plan education and focused group meetings with the members and industry experts.
Communication regarding securities is strictly intended for individuals residing in the states of AL, AZ, CA, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WA, WV. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Saxon Financial Services are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.