Todd M. Caldwell | VP - Financial Consultant
Todd M. Caldwell, CFP®, CFS®
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Certified Fund Specialist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License


  • VP - Financial Consultant, Charles Schwab, 1999-present
  • Investment Specialist, Key Investments, 1999
  • Investment Specialist, Bank of America Investment Services, 1998
  • Investment Specialist, Great Western Financial Securities, 1994-1997


  • BA, Economics, San Diego State University, 1992
  • Institute of Business & Finance, 1995
  • University of Portland, Executive Certificate in Financial Planning, 2007

Community & Professional Affiliations

  • Rotary Club of North Clackamas Sunrise, 2002 to Present
  • Rotary Club of North Clackamas Sunrise, President 2005-2006
  • Financial Planning Association of Oregon and SW Washington
  • Oregon Swimming Inc. Swim Official

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.


Branch Details
820 SW Morrison,
Portland,OR 97205