Todd Confarotta – Kingsview Wealth Management

Todd Confarotta - Kingsview Wealth Management is a Consultant in Charleston, SC. Todd Confarotta operates an independent financial planning and investment management practice through Kingsview Partners, serving as the first Registered Investment Advisor based in SC to join the firm in 2017. He holds a degree in Economics from the College of Charleston and has completed the Certified Divorce Financial Analyst designation. His professional background includes a 22-year career in finance, during which he worked on the administrative team for Interstate Johnson Lane. He is also an accredited Asset Management Specialist. Prior to his career in finance, he worked as a firefighter and EMT. His practice focuses on financial planning, investment management, and assisting clients and their attorneys to understand how financial decisions impact future outcomes.

The firm offers a range of services that extend beyond investment portfolio management. These include Professional Trustee Services, Trust Administration, Life Insurance Trust, and Asset Protection. Planning services cover Goals Analysis, Budget and Cashflow Planning, Debt Management Planning, 529 Plans, Coverdell Education Savings, Social Security Income Planning, Retirement Income and Cash Flow, Investment Allocations, Legacy and Estate Planning, Individual Income Tax Planning, Business Tax Planning, Tax Loss Harvesting, and Tax Efficiency Analysis. Insurance offerings include Life Insurance, Disability Insurance, Long-Term Care Insurance, and Cash Value Life Insurance. Alternative investment options include 401(k), 403(b), 457(b), Defined Benefit, Cash Balance, Profit Sharing, Sep IRA, Simple IRA, and Solo 401k. Investment vehicles include Equities, Fixed Income, Mutual Funds, ETFs, Managed Accounts, and Alternative Investments. The approach involves understanding current financial status and future goals to build a flexible plan that can be adjusted as life changes.

The office is located at 147 Wappoo Creek Dr suite 301, Charleston, SC 29412. The business holds a rating of 5.00 based on 1 review. Todd Confarotta specializes in providing clear financial information to investors. He resides in Charleston, SC, where he manages his practice.

Services:

• Business Planning
• Divorce Financial Analysis
• Estate Planning
• Financial Planning
• Insurance
• Investment Management
• Retirement Planning
• Tax Planning