Broker Check
Todd Augustine

Todd Augustine

CA Insurance License #0M53474 LPL Financial Advisor

Serving Warner Center

As an LPL Financial Advisor, I am privileged to help families and business owners build customized financial strategies aimed at achieving their financial goals through asset management, financial planning, and education. I work closely with clients and their teams of professionals, including CPAs, attorneys and others, to determine the most appropriate financial plan to address their needs. I take pride in my ability to collaborate with my clients, empowering them to preserve their future.

I aim to help as many people as possible attain their financial dreams. From buying your first home to putting your kids through college, retiring with dignity, and leaving a legacy for your family, I am dedicated to providing comprehensive financial guidance. I am motivated to make a difference in my clients' lives through sound financial advice and serving as a reliable and stable source throughout all of life’s curveballs. If you are going through a life transition such as changing jobs, retirement, or divorce, I can help you breathe easier knowing you have a plan for your financial future.

I grew up in Orange County and attended UC Santa Barbara, where I met my wife, to whom I have been married to for almost 25 years. We have raised three children, two currently in college and one in high school. I enjoy traveling with my family, watching football with my sons, and doing home renovation projects in my spare time.

Registrations held through LPL Financial: Series 7 and 66. 

Registered for Securities in the following states: AZ, CA, CO, ID, MA, PA, TX, and WA.

Check the background of this investment professional on FINRA’s BrokerCheck.