YOUR ADVISOR

Todd Doleshal, CFP®, ChFC®, CLU®, CEPA®, AIF®

Financial Advisor

(831)920-5940

Todd.Doleshal@lplfinancial.com

Todd founded Elevated Retirement Solutions in 2023 to solve the small business owner need for someone who understands their unique circumstances and the financial complexities they face. He is passionate about partnering with clients...

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