Todd Pisarczyk AAMS®
Investment Advisor

Todd has been an Investment and Financial Advisor since 1999. He holds Series 7 and Series 66 Security licenses as well as the Accredited Asset Management Specialist* designation (*College for Financial Planning). Todd attended Western Washington University and Washington State University. There, he earned a B.S. in Business Administration with Magna Cum Laude honors.

Todd sits on the Finance and Investment Committee for Lake Shore Community Church and is past President of the Columbia Crest Lions Club, past Vice-President of the East Vancouver Business Association and past Chair of the Chamber of Commerce Ambassadors. Todd was an inaugural member of the Vancouver Business Journal’s “40 Top Business Leaders Under 40” and has been profiled in the Columbian’s One on One column.

In addition to maintaining an advisory license with Sustainable Wealth Management, LLC, Todd also maintains both a securities and investment advisory license with KMS Financial Services, Inc. based in Seattle, Washington where he serves and advises clients of his own. He specializes in the areas of asset management, financial planning, and retirement income planning. In addition, he assists clients with a variety of financial issues including estate planning and insurance planning. Todd began his career as a Financial Advisor for Edward Jones, joined KMS and First Pacific Associates in 2004 and SWM in 2011.

Todd enjoys golfing, skiing, tennis, basketball and traveling with his family; Kristy his wife, their two sons, Aiden and Isaac and daughter Macie.