Todd Pisarczyk, AAMS®

CEO / Financial Advisor


Todd’s passion for investing goes way back. When he was just a middle schooler, his grandfather gave him shares of Roseville Telephone Company. He was instantly hooked. What started as a hobby grew into a career in 1999 when Todd began working as a financial advisor for a major brokerage firm. Todd’s passion led him to start his own practice in 2004, which eventually became Momentous Wealth Management. 

Todd believes Momentous Wealth Management’s difference stems from the passion that every member of the team shares for the work. “I love the fact that I get to come to work every day and make a real impact in people’s lives. It is a blessing to have a career where I can help people directly every day. Investing is a passion of mine and one of my favorite hobbies even when I’m not at work so it is so great to be able to marry my passion and use it for good in helping our clients navigate their finances.”

 

Education

  • B.S. in Business Administration, Washington State University, Magna Cum Laude

  • Accredited Asset Management Specialist

  • Series 7 and 66 securities licenses

 

Todd’s Momentous Advice

The very famous investor Warren Buffet said, “When the tide goes out, you can see who has been swimming naked.” It has so many applications to the way we run our business.

 

Background

Check Todd’s background on  Investment Advisor Public Disclosure.

 

Community Involvement

  • Past Board Chair and current Board Member at King’s Way Christian Schools

  • Finance Committee Member for King’s Way Christian Schools

  • Head Baseball Coach of the King’s Way Christian Varsity Baseball Team

  • Active in our local church, Summit View West Side Campus


Outside the office, you’ll find Todd…

Being with the family is always top of the list. My daughter Macie just started high school and plays soccer and golf for King’s Way. We also love taking our boat out and wake surfing together. I play a lot of golf and enjoy staying healthy running and weight training. I’m also up for a game of pickleball now and then.

 

The Thing(s) You Need to Know About Todd Is…

I’ve been married to my wife Kristy since 1999. We have three kids Aiden (student at Grand Canyon University), Isaac (student at Grand Canyon University), and Macie (high schooler at King’s Way Christian). I was raised in Clark County since the age of three, this is my home.  When I was in high school, I wanted to be a weather man.


Erica Stupfel

e*design Creative Services specializes in making professional design available to small companies and individuals. I understand the importance in brand identity and how a positive visual representation of your product or service can make the difference between success and failure. Your ideas and vision combined with my marketing and design expertise will be a sure success story.

https://www.edesigncreative.com
Next
Next

Linde Carroll, CFP