Todd Butler, CFP®

Todd Butler, CFP®

Todd Butler, CFP®

Founder and Principal

[email protected]

Todd Butler is the founder and principal of Ocean Path Advisors.

Todd is a CERTIFIED FINANCIAL PLANNER™ professional. For more than 20 years, he has delivered customized and creative financial strategies and exceptional client service. Todd and his dedicated team work with individuals, families and same-sex couples and counts among his loyal clients numerous entrepreneurs, corporate and studio executives, educators, doctors and attorneys.

Prior to forming Ocean Path Advisors, Todd was a partner at AdvicePeriod, a fast-growing national wealth management firm based in Los Angeles. During his tenure, Todd earned continuous recognition, including being named AdvicePeriod’s Partner Advisor of the Year, Planner of the Year, and Fastest Growing Partner of the Year. Todd maintains a long-term annual client retention rate of better than 99% and he transitioned 100% of his clients from AdvicePeriod to Ocean Path Advisors.

In his free time, Todd enjoys traveling, working out, SUP surfing, and spending time with his wife Britton, sons Knox (8) and Declan (6), and newborn baby girl Blake.

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