Broker Check
Todd Kalina, CFP®

Todd Kalina, CFP®

Financial Planner

Todd is a CERTIFIED FINANCIAL PLANNER™ practitioner who has provided financial advice to individuals and businesses for over 13 years.  Prior to helping establish AERO Investment Services, Todd began his career as a Financial Advisor with Edward Jones, then moved over to LPL Finanicial so he could provide independent and unbiased advice and is now with Securities America. Todd strives to assist members in developing investment plans to help pursue their present and future financial needs, ranging from retirement planning to estate planning.  Additionally, he has implemented strategies to help protect wealth, reduce taxes and increase family wealth.  Todd continues to service his AERO member's portfolios.

Todd was born and raised in Southern Illinois and attended Southern Illinois University at Carbondale.  Prior to moving to Arizona, Todd served for over 7 years in the Illinois Army National Guard.  Todd resides in Phoenix with his wife Deanna and has two boys, August & Greyson.  When not in the office, Todd enjoys hanging out with friends and family, making BBQ and taking his boys fishing and camping.