About Todd Koyama
Firm
Bio
Todd Koyama, a CERTIFIED FINANCIAL PLANNER™ professional, is a Wealth Advisor and partner of Selkirk Wealth Advisors LLC.
Recognizing that each client has individual needs, Todd dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
The investment and financial planning industry is constantly changing. To serve his clients to the best of his ability, Todd belongs to several educational groups including the Financial Planning Association of Spokane, the Spokane Estate Planning Council, and the Investments & Wealth Institute®.
Todd received his Masters of Business Administration degree at Gonzaga University. He also holds a bachelor’s degree in Chemistry from the same great university. Before joining the financial planning industry, Todd was a Private Banker and Loan Officer in the Spokane community.
In his personal time, Todd enjoys jogging and lake time with his wife, one-wheeling and climbing with his son, and playing basketball with his daughter. He is active in the community through the Empire Health Foundation Board of Directors and his church. Quality quiet time includes reading, golfing, and time with his huge Golden Retriever, Pilot.
Education and Designations
Bachelor’s of Science in Chemistry from Gonzaga University
Master’s of Business Administration from Gonzaga University
CFP®
Specialties
Comprehensive, in-depth financial planning
Portfolio Management
Retirement Planning and Transition
Connect & Contact
Office Location is:
203 N Washington St, Ste 203
Spokane, WA 99203
Phone:
509-270-2886
Email:
todd@selkirkwealth.com
Website:
https://selkirkwealth.com/
Works with clients in person and remotely.
Account (household) Minimum: $750,000.
This is a blog article written by Todd Koyama about how you can “Look Forward to Every Financial Planning Meeting.”