Todd Yawit, AIF®


About Todd

Todd Yawit is the Director of Retirement Plans at Saxon Financial Services.

Todd specializes in the design, implementation, and ongoing management of all types of qualified and nonqualified retirement plans in the public, private, and nonprofit sectors.  His plan management services are designed to help plan sponsors meet their fiduciary responsibilities set forth in the Employee Retirement Income Security Act of 1974 (ERISA).

Experience

Over his career Todd has assisted several financial services companies in building their retirement plan divisions, developing products, and developing marketing and communication materials.  He has been a guest speaker for many retirement plan industry groups, discussing such topics as plan design, retirement plan regulations, and fiduciary responsibilities.

Todd has been in the financial services business since graduating from the University of Cincinnati with a BBA in Finance in 1987. He has specialized in employer-sponsored retirement planning since 1994 and he holds the FINRA Series 6, FINRA Series 7, and FINRA Series 63 securities licenses.  He also holds an Accredited Investment Fiduciary® designation, and is an Investment Advisor Representative.

Check the background of this investment professional on FINRA’s BrokerCheck.