Todd Doobrow, CFP®, TPCP®, ChFC®, RICP®, MBA
Certified Financial Planner
Todd began his career in the financial services industry on the investment side, working for two multinational banks in holding operations and equity trading positions. He soon realized, however, that he wanted to work with individuals and families to help them create healthy financial lives, which he did for several years until an unexpected death in the family required him to operate his family’s closely held business. However, his passion for helping people eventually won out, and he sold the business and returned to the work he loved.
Todd is a native of Charlotte, North Carolina, and a University of North Carolina, Chapel Hill graduate. He, his wife Jennifer, and son Hampton now call Mountain Brook home. The family enjoys the outdoors, traveling, and giving back to their community.
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At Curato, we have extensive training and years of experience helping physicians and dentists improve their financial wellness. When Todd's dentist father-in-law suddenly passed away, he spent eight years ‘healing’ his estate, learning first-hand what preventive care, modifications, and treatments medical and dental professionals need to plan and prepare for a long, healthy financial life.
That personal experience inspired Todd to dedicate his practice to helping physicians and dentists become financially healthy. He knows how to evaluate, diagnose, and provide efficient strategies for maximizing earnings, managing risk, and minimizing fees and tax liabilities. He specializes in caring for your financial health while you care for others.