Todd David Flynn

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59 year

Consumer Services

Finance

Profile

Mr. Todd D.
Flynn, CPA, is a Principal & Senior Advisor at Soundmark Wealth Management LLC.
Prior to joining Soundmark Wealth Management in 2002, Mr. Flynn was previously employed as a Principal at Sound Asset Management LLC.
He was also a Shareholder at Martin, Bircher, Buller & Flynn, PC.
He received a BA degree in Accounting and Finance from the University of Washington and a Masters degree in Taxation from Golden Gate University.
He is a Certified Public Accountant and Certified Financial Planner.

Former positions of Todd David Flynn

Companies	Position	End
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts.	Portfolio Manager-Equities	2021-12-31

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Linked companies

Private companies	3
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Golden Gate University Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts.	Finance