Broker Check
Todd Stanard

Todd A. Stanard is an entrepreneur, a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. He was also a past member of Sagemark Consulting Private Wealth Services*. Since 1994, he has been involved in the financial planning profession focused on helping individuals, businesses, and professionals take their professional, financial & philanthropic lives to the next level.

By focusing and developing Missions and Goals, Todd and his team can understand the true motivations of the people they serve. With an adopted mentality of “strategy over structure “, they utilize their experience to develop comprehensive, cross disciplinary action plans. These plans incorporate specific recommendations that strive to exceed goals and maintain long term focus on objectives. Once the plans are developed, Todd continues to help his clients grow, develop greater efficiencies and gain a greater share of their Mission each year.

Todd entered the financial planning profession after earning his Bachelor’s Degree from the University of Utah in Mathematics and a Minor in Coaching. He became a certified Coach in 1993 all while competing as a four-year scholarship athlete on Utah’s Division I Swim Team. Through swimming and the pragmatic processes of math, coupled with strategy and motivation of coaching, Todd developed patience, systems, & methodologies that have been prominent in his planning.

In 2001, Todd ventured into management with Lincoln Financial Advisors as a “Coach” to other financial advisors and was in management for 15 years. As a manager, Todd was exposed to the training programs and resources as expected within a Fortune 500 company.

In 2016, Todd started a three-year term as a National Board Member of the Financial Planning Association (FPA). This was after completing 5 years of leadership with the New Jersey FPA Chapter. This experience helped improve Todd’s unique ability to see the bigger picture as a strategic thinker. As a volunteer leader on the National Board and various committees, Todd was an active catalyst for improvement and change - helping lead the FPA towards a transformational change of the entire organization.

In 2017, Todd expanded his entrepreneurial experience by completing his second business acquisition in financial services and is now focused on the variety of people he serves. Todd and his wife Traci are currently residents of New Jersey in Morris County with their two active children Trenon (14) and Taithn (12).


* An internal Lincoln Financial Network organization of top planners which focuses on clients in the high net worth market.