Finance and Investment Professional Tod Lenhoff, CPA Profiled in the Wall Street Journal

Tod Lenhoff, CPA, was recently profiled in the Wall Street Journal as a “Financial Trendsetter” presented by America’s PremierExperts®.

San Diego, Calif. – June 10, 2014 – Tod Lenhoff, President and CEO of Lenhoff Tax and Wealth Advisory Group, was recently profiled in the Wall Street Journal with other leading financial professionals from around the nation. The piece that ran in the Thursday, March 13, 2014 edition of the Wall Street Journal, presented by America’s PremierExperts®, recognizes some of the financial industry’s “Financial Trendsetters.”

Tod Lenhoff started his financial career in Los Angeles working for the international financial accounting firm Ernst & Young, providing advice to high net worth individuals on tax strategies, investment choices, insurance options, and retirement planning. Subsequently Tod became a Certified Financial Trainer, teaching finance to executives at IBM, Kodak, Caterpillar, Ingersoll-Rand, Valvoline, Qualcomm, Shea Homes, and other Fortune 500 hundred companies. Tod even travelled above the Arctic Circle to teach finance to the native Inupiat Eskimos of Kotzebue, Alaska.

In 1992, Tod made the quality of life choice to leave Los Angeles and head south to San Diego, where he opened his current tax and financial practice in Vista. Tod specializes in financial planning for retirees to invest prudently, save taxes, have a catastrophic illness game plan, and maximize the estate legacy. Tod was recently a guest on The Consumer’s Advocate television show. The show, filmed in Orlando, FL, was seen on NBC, CBS, ABC and FOX network affiliates around the country. Tod is also a contributor to the best-selling business book, The Ultimate Success Guide: The World’s Leading Experts Reveal Their Secrets for Success in Business and in Life, written by best-selling author and speaker Brian Tracy.

Tod is fully credentialed in many financial arenas. Tod is a CPA, Elder Planner, Securities Registered (both Series 7 and Series 66), Investment Advisor Representative, Insurance Licensed (Lenhoff Senior Planning, Inc. California Life License #0D86642), and a Certified Financial Trainer.

Learn more about Tod Lenhoff at

Disclaimer: Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 4400 MacArthur Blvd #230. Newport Beach, CA 92660. (888) 277-1974. Lenhoff Tax and Wealth Advisory Group, LLC and Capital Synergy Partners are Unaffiliated Entities.

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